Executive 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 | $7.07M | Buy |
41,751
+1,437
| +4% | +$243K | 0.55% | 63 |
|
|
2024
Q3 | $7.73M | Buy |
+40,314
| New | +$7.73M | 0.61% | 53 |
|
|
2024
Q2 | – | Sell |
-38,641
| Closed | -$7.66M | – | 173 |
|
|
2024
Q1 | $7.66M | Buy |
+38,641
| New | +$7.66M | 0.67% | 51 |
|
|
2019
Q3 | – | Sell |
-114
| Closed | -$15K | – | 413 |
|
|
2019
Q2 | $15K | Hold |
114
| – | – | ﹤0.01% | 522 |
|
|
2019
Q1 | $13K | Sell |
114
-69
| -38% | -$7.87K | ﹤0.01% | 500 |
|
|
2018
Q4 | $20K | Buy |
+183
| New | +$20K | ﹤0.01% | 428 |
|