First Foundation Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-855
| Closed | -$157K | – | 393 |
|
2024
Q2 | $157K | Sell |
855
-401
| -32% | -$73.7K | 0.01% | 339 |
|
2024
Q1 | $244K | Buy |
1,256
+113
| +10% | +$22K | 0.01% | 312 |
|
2023
Q4 | $213K | Sell |
1,143
-486
| -30% | -$90.6K | 0.01% | 330 |
|
2023
Q3 | $326K | Buy |
+1,629
| New | +$326K | 0.02% | 313 |
|