IAM Advisory’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,050
| Closed | -$201K | – | 103 |
|
|
2024
Q3 | $201K | Buy |
+1,050
| New | +$201K | 0.05% | 101 |
|
|
2024
Q2 | – | Sell |
-1,035
| Closed | -$201K | – | 110 |
|
|
2024
Q1 | $201K | Buy |
+1,035
| New | +$201K | 0.06% | 100 |
|
|
2023
Q3 | – | Sell |
-839
| Closed | -$210K | – | 103 |
|
|
2023
Q2 | $210K | Buy |
+839
| New | +$210K | 0.07% | 87 |
|