Edgemoor Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-908
| Closed | -$227K | – | 159 |
|
|
2023
Q2 | $227K | Hold |
908
| – | – | 0.03% | 149 |
|
|
2023
Q1 | $231K | Hold |
908
| – | – | 0.03% | 145 |
|
|
2022
Q4 | $210K | Hold |
908
| – | – | 0.03% | 159 |
|
|
2022
Q3 | $200K | Buy |
+908
| New | +$200K | 0.03% | 143 |
|
|
2022
Q1 | – | Sell |
-1,050
| Closed | -$203K | – | 155 |
|
|
2021
Q4 | $203K | Buy |
+1,050
| New | +$203K | 0.02% | 143 |
|