Kingswood Wealth Advisors’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
-1,376
Closed -$265K 846
2024
Q3
$265K Buy
+1,376
New +$265K 0.02% 609
2024
Q2
Sell
-1,423
Closed -$277K 691
2024
Q1
$277K Sell
1,423
-596
-30% -$116K 0.03% 504
2023
Q4
$376K Buy
+2,019
New +$376K 0.04% 409