Drive Wealth Management’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 |
-1,232
| Closed | -$236K | – | 357 |
|
|
2024
Q3 | $236K | Sell |
1,232
-68
| -5% | -$13K | 0.06% | 258 |
|
|
2024
Q2 | $239K | Buy |
+1,300
| New | +$239K | 0.06% | 247 |
|
|
2023
Q4 | – | Sell |
-1,008
| Closed | -$202K | – | 312 |
|
|
2023
Q3 | $202K | Buy |
1,008
+49
| +5% | +$9.8K | 0.07% | 244 |
|
|
2023
Q2 | $239K | Buy |
959
+67
| +8% | +$16.7K | 0.09% | 213 |
|
|
2023
Q1 | $227K | Buy |
+892
| New | +$227K | 0.1% | 229 |
|