Fairfield Financial Advisors’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 |
-386
| Closed | -$74.1K | – | 272 |
|
|
2024
Q3 | $74.1K | Sell |
386
-396
| -51% | -$76K | 0.03% | 109 |
|
|
2024
Q2 | $144K | Buy |
+782
| New | +$144K | 0.04% | 80 |
|
|
2023
Q4 | $883K | Sell |
4,738
-3,649
| -44% | -$680K | 0.34% | 40 |
|
|
2023
Q3 | $1.68M | Buy |
8,387
+994
| +13% | +$199K | 0.71% | 31 |
|
|
2023
Q2 | $1.85M | Buy |
7,393
+4,037
| +120% | +$1.01M | 0.74% | 30 |
|
|
2023
Q1 | $850K | Buy |
3,356
+2,497
| +291% | +$632K | 0.37% | 37 |
|
|
2022
Q4 | $199K | Buy |
+859
| New | +$199K | 0.09% | 63 |
|