Great Diamond Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,401
| Closed | -$1.08M | – | 235 |
|
|
2023
Q3 | $1.08M | Sell |
5,401
-118
| -2% | -$23.6K | 0.29% | 81 |
|
|
2023
Q2 | $1.38M | Sell |
5,519
-105
| -2% | -$26.2K | 0.36% | 75 |
|
|
2023
Q1 | $1.43M | Buy |
5,624
+37
| +0.7% | +$9.41K | 0.41% | 64 |
|
|
2022
Q4 | $1.29M | Buy |
+5,587
| New | +$1.29M | 0.4% | 61 |
|
|
2022
Q2 | – | Sell |
-941
| Closed | -$203K | – | 212 |
|
|
2022
Q1 | $203K | Buy |
+941
| New | +$203K | 0.06% | 213 |
|
|
2020
Q1 | – | Sell |
-755
| Closed | -$110K | – | 338 |
|
|
2019
Q4 | $110K | Buy |
+755
| New | +$110K | 0.04% | 216 |
|