Cooper Financial Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,185
| Closed | -$407K | – | 357 |
|
|
2023
Q4 | $407K | Sell |
2,185
-115
| -5% | -$21.4K | 0.07% | 234 |
|
|
2023
Q3 | $460K | Buy |
2,300
+230
| +11% | +$46K | 0.11% | 203 |
|
|
2023
Q2 | $517K | Buy |
2,070
+86
| +4% | +$21.5K | 0.13% | 182 |
|
|
2023
Q1 | $505K | Buy |
1,984
+22
| +1% | +$5.6K | 0.14% | 165 |
|
|
2022
Q4 | $454K | Buy |
1,962
+228
| +13% | +$52.8K | 0.14% | 157 |
|
|
2022
Q3 | $382K | Buy |
1,734
+162
| +10% | +$35.7K | 0.14% | 153 |
|
|
2022
Q2 | $338K | Sell |
1,572
-28
| -2% | -$6.02K | 0.12% | 168 |
|
|
2022
Q1 | $347K | Buy |
1,600
+65
| +4% | +$14.1K | 0.13% | 148 |
|
|
2021
Q4 | $297K | Buy |
1,535
+15
| +1% | +$2.9K | 0.11% | 176 |
|
|
2021
Q3 | $257K | Buy |
1,520
+113
| +8% | +$19.1K | 0.05% | 206 |
|
|
2021
Q2 | $245K | Buy |
1,407
+98
| +7% | +$17.1K | 0.05% | 215 |
|
|
2021
Q1 | $207K | Sell |
1,309
-121
| -8% | -$19.1K | 0.05% | 234 |
|
|
2020
Q4 | $218K | Buy |
+1,430
| New | +$218K | 0.04% | 269 |
|