Curi RMB Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,404
| Closed | -$461K | – | 534 |
|
|
2024
Q3 | $461K | Sell |
2,404
-367
| -13% | -$70.4K | 0.01% | 431 |
|
|
2024
Q2 | $509K | Sell |
2,771
-482
| -15% | -$88.6K | 0.01% | 423 |
|
|
2024
Q1 | $633K | Sell |
3,253
-1
| -0% | -$194 | 0.01% | 404 |
|
|
2023
Q4 | $607K | Sell |
3,254
-4
| -0.1% | -$746 | 0.02% | 365 |
|
|
2023
Q3 | $652K | Buy |
3,258
+2,024
| +164% | +$405K | 0.02% | 339 |
|
|
2023
Q2 | $308K | Buy |
1,234
+10
| +0.8% | +$2.5K | 0.01% | 429 |
|
|
2023
Q1 | $311K | Hold |
1,224
| – | – | 0.01% | 423 |
|
|
2022
Q4 | $283K | Buy |
+1,224
| New | +$283K | 0.01% | 424 |
|