HWMA
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Heritage Wealth Management (Arizona)’s Hershey HSY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$562K Sell
3,055
-241
-7% -$44.3K 0.31% 72
2024
Q1 		$641K Sell
3,296
-62
-2% -$12.1K 0.33% 66
2023
Q4 		$626K Buy
+3,358
New +$626K 0.34% 68