GW & Wade’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $350K | Buy |
1,878
+265
| +16% | +$49.4K | 0.01% | 330 |
|
|
2023
Q3 | $323K | Buy |
1,613
+564
| +54% | +$113K | 0.01% | 316 |
|
|
2023
Q2 | $262K | Buy |
1,049
+255
| +32% | +$63.7K | 0.01% | 339 |
|
|
2023
Q1 | $202K | Sell |
794
-84
| -10% | -$21.4K | 0.01% | 359 |
|
|
2022
Q4 | $203K | Buy |
+878
| New | +$203K | 0.01% | 365 |
|
|
2022
Q3 | – | Sell |
-935
| Closed | -$201K | – | 393 |
|
|
2022
Q2 | $201K | Hold |
935
| – | – | 0.01% | 367 |
|
|
2022
Q1 | $202K | Buy |
+935
| New | +$202K | 0.01% | 378 |
|
|
2021
Q1 | – | Sell |
-1,449
| Closed | -$221K | – | 359 |
|
|
2020
Q4 | $221K | Buy |
+1,449
| New | +$221K | 0.01% | 288 |
|