JT Stratford LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,828
| Closed | -$1.07M | – | 296 |
|
2024
Q2 | $1.07M | Buy |
5,828
+828
| +17% | +$152K | 0.2% | 125 |
|
2024
Q1 | $973K | Buy |
5,000
+1,665
| +50% | +$324K | 0.19% | 137 |
|
2023
Q4 | $622K | Sell |
3,335
-213
| -6% | -$39.7K | 0.14% | 163 |
|
2023
Q3 | $710K | Buy |
+3,548
| New | +$710K | 0.18% | 137 |
|