Diversified’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,178
| Closed | -$229K | – | 238 |
|
|
2024
Q1 | $229K | Buy |
1,178
+5
| +0.4% | +$972 | 0.03% | 153 |
|
|
2023
Q4 | $219K | Buy |
+1,173
| New | +$219K | 0.05% | 142 |
|
|
2023
Q3 | – | Sell |
-943
| Closed | -$235K | – | 145 |
|
|
2023
Q2 | $235K | Hold |
943
| – | – | 0.06% | 125 |
|
|
2023
Q1 | $240K | Hold |
943
| – | – | 0.09% | 126 |
|
|
2022
Q4 | $218K | Buy |
943
+20
| +2% | +$4.63K | 0.09% | 139 |
|
|
2022
Q3 | $203K | Buy |
+923
| New | +$203K | 0.1% | 118 |
|
|
2021
Q1 | – | Sell |
-603
| Closed | -$86K | – | 189 |
|
|
2020
Q4 | $86K | Buy |
+603
| New | +$86K | 0.07% | 147 |
|