HWG Holdings’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 |
-4,954
| Closed | -$991K | – | 134 |
|
|
2023
Q3 | $991K | Buy |
4,954
+2,169
| +78% | +$434K | 0.54% | 28 |
|
|
2023
Q2 | $695K | Buy |
2,785
+152
| +6% | +$38K | 0.32% | 34 |
|
|
2023
Q1 | $670K | Sell |
2,633
-6,920
| -72% | -$1.76M | 0.38% | 29 |
|
|
2022
Q4 | $2.21M | Buy |
9,553
+425
| +5% | +$98.4K | 1.43% | 13 |
|
|
2022
Q3 | $2.01M | Buy |
+9,128
| New | +$2.01M | 1.44% | 11 |
|
|
2022
Q1 | $2.29M | Buy |
10,570
+1,124
| +12% | +$244K | 1.14% | 15 |
|
|
2021
Q4 | $1.83M | Buy |
+9,446
| New | +$1.83M | 0.79% | 31 |
|
|
2021
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 110 |
|
|
2021
Q1 | $4K | Hold |
24
| – | – | ﹤0.01% | 84 |
|
|
2020
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 85 |
|
|
2020
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 83 |
|
|
2020
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 90 |
|
|
2019
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 106 |
|
|
2019
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 104 |
|
|
2019
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 100 |
|
|
2019
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 72 |
|
|
2018
Q4 | $3K | Hold |
24
| – | – | 0.01% | 54 |
|
|
2018
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 84 |
|