Heritage Wealth Advisors’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 |
-110
| Closed | -$22K | – | 578 |
|
|
2023
Q3 | $22K | Hold |
110
| – | – | ﹤0.01% | 369 |
|
|
2023
Q2 | $27.5K | Hold |
110
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $28K | Hold |
110
| – | – | ﹤0.01% | 373 |
|
|
2022
Q4 | $25.5K | Hold |
110
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $24.2K | Hold |
110
| – | – | ﹤0.01% | 363 |
|
|
2022
Q2 | $24K | Hold |
110
| – | – | ﹤0.01% | 403 |
|
|
2022
Q1 | $24K | Hold |
110
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $21K | Hold |
110
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $18.6K | Hold |
110
| – | – | ﹤0.01% | 409 |
|
|
2021
Q2 | $19.2K | Hold |
110
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $17.4K | Hold |
110
| – | – | ﹤0.01% | 433 |
|
|
2020
Q4 | $17K | Hold |
110
| – | – | ﹤0.01% | 419 |
|
|
2020
Q3 | $15.8K | Hold |
110
| – | – | ﹤0.01% | 377 |
|
|
2020
Q2 | $14.3K | Hold |
110
| – | – | ﹤0.01% | 359 |
|
|
2020
Q1 | $14.6K | Hold |
110
| – | – | ﹤0.01% | 349 |
|
|
2019
Q4 | $16.2K | Buy |
110
+1
| +0.9% | +$147 | ﹤0.01% | 391 |
|
|
2019
Q3 | $17K | Sell |
109
-1
| -0.9% | -$156 | ﹤0.01% | 359 |
|
|
2019
Q2 | $14.7K | Buy |
+110
| New | +$14.7K | ﹤0.01% | 364 |
|