Fidelis Capital Partners’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 |
-1,234
| Closed | -$225K | – | 447 |
|
|
2024
Q3 | $225K | Buy |
1,234
+231
| +23% | +$42K | 0.03% | 370 |
|
|
2024
Q2 | $200K | Sell |
1,003
-247
| -20% | -$49.4K | 0.03% | 361 |
|
|
2024
Q1 | $243K | Sell |
1,250
-701
| -36% | -$136K | 0.04% | 324 |
|
|
2023
Q4 | $364K | Buy |
1,951
+651
| +50% | +$121K | 0.08% | 214 |
|
|
2023
Q3 | $260K | Buy |
+1,300
| New | +$260K | 0.09% | 218 |
|