Guardian Wealth Advisors (North Carolina)’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 |
-1,197
| Closed | -$220K | – | 458 |
|
|
2024
Q2 | $220K | Sell |
1,197
-3
| -0.3% | -$551 | 0.03% | 245 |
|
|
2024
Q1 | $233K | Sell |
1,200
-266
| -18% | -$51.7K | 0.03% | 247 |
|
|
2023
Q4 | $273K | Sell |
1,466
-403
| -22% | -$75.1K | 0.04% | 200 |
|
|
2023
Q3 | $374K | Sell |
1,869
-1,325
| -41% | -$265K | 0.06% | 154 |
|
|
2023
Q2 | $798K | Sell |
3,194
-28
| -0.9% | -$6.99K | 0.14% | 88 |
|
|
2023
Q1 | $820K | Sell |
3,222
-97
| -3% | -$24.7K | 0.14% | 81 |
|
|
2022
Q4 | $769K | Sell |
3,319
-100
| -3% | -$23.2K | 0.15% | 83 |
|
|
2022
Q3 | $754K | Buy |
3,419
+148
| +5% | +$32.6K | 0.14% | 80 |
|
|
2022
Q2 | $704K | Buy |
3,271
+9
| +0.3% | +$1.94K | 0.13% | 85 |
|
|
2022
Q1 | $707K | Buy |
+3,262
| New | +$707K | 0.3% | 55 |
|