LBWM
Left Brain Wealth Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,087
| Closed | -$208K | – | 99 |
|
|
2024
Q3 | $208K | Sell |
1,087
-167
| -13% | -$32K | 0.1% | 74 |
|
|
2024
Q2 | $231K | Buy |
1,254
+105
| +9% | +$19.3K | 0.11% | 68 |
|
|
2024
Q1 | $223K | Sell |
1,149
-7
| -0.6% | -$1.36K | 0.11% | 68 |
|
|
2023
Q4 | $216K | Sell |
1,156
-24
| -2% | -$4.48K | 0.12% | 73 |
|
|
2023
Q3 | $236K | Buy |
1,180
+183
| +18% | +$36.6K | 0.15% | 73 |
|
|
2023
Q2 | $249K | Buy |
997
+12
| +1% | +$3K | 0.15% | 71 |
|
|
2023
Q1 | $269K | Buy |
985
+7
| +0.7% | +$1.91K | 0.18% | 68 |
|
|
2022
Q4 | $226K | Buy |
+978
| New | +$226K | 0.17% | 62 |
|