Edge Capital Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $289K | Sell |
1,709
-297
| -15% | -$50.3K | 0.01% | 269 |
|
2024
Q3 | $385K | Hold |
2,006
| – | – | 0.02% | 238 |
|
2024
Q2 | $369K | Hold |
2,006
| – | – | 0.02% | 236 |
|
2024
Q1 | $390K | Hold |
2,006
| – | – | 0.02% | 233 |
|
2023
Q4 | $374K | Buy |
2,006
+475
| +31% | +$88.6K | 0.02% | 228 |
|
2023
Q3 | $306K | Sell |
1,531
-9,000
| -85% | -$1.8M | 0.02% | 231 |
|
2023
Q2 | $2.63M | Buy |
10,531
+804
| +8% | +$201K | 0.15% | 121 |
|
2023
Q1 | $2.47M | Buy |
9,727
+8,850
| +1,009% | +$2.25M | 0.15% | 114 |
|
2022
Q4 | $203K | Hold |
877
| – | – | 0.01% | 284 |
|
2022
Q3 | $193K | Hold |
877
| – | – | 0.02% | 274 |
|
2022
Q2 | $189K | Buy |
+877
| New | +$189K | 0.02% | 273 |
|