Gitterman Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,151
| Closed | -$368K | – | 346 |
|
|
2025
Q1 | $368K | Buy |
+2,151
| New | +$368K | 0.1% | 59 |
|
|
2023
Q4 | – | Sell |
-1,107
| Closed | -$222K | – | 98 |
|
|
2023
Q3 | $222K | Buy |
+1,107
| New | +$222K | 0.11% | 59 |
|
|
2022
Q4 | – | Sell |
-989
| Closed | -$221K | – | 82 |
|
|
2022
Q3 | $221K | Buy |
+989
| New | +$221K | 0.23% | 53 |
|