Legacy Financial 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 |
-4,048
| Closed | -$776K | – | 358 |
|
|
2024
Q3 | $776K | Buy |
4,048
+39
| +1% | +$7.48K | 0.13% | 129 |
|
|
2024
Q2 | $737K | Buy |
4,009
+48
| +1% | +$8.82K | 0.13% | 123 |
|
|
2024
Q1 | $770K | Buy |
+3,961
| New | +$770K | 0.14% | 121 |
|
|
2019
Q2 | – | Sell |
-196
| Closed | -$23K | – | 460 |
|
|
2019
Q1 | $23K | Buy |
196
+94
| +92% | +$11K | 0.01% | 423 |
|
|
2018
Q4 | $11K | Hold |
102
| – | – | ﹤0.01% | 538 |
|
|
2018
Q3 | $10K | Hold |
102
| – | – | ﹤0.01% | 518 |
|
|
2018
Q2 | $10K | Sell |
102
-861
| -89% | -$84.4K | ﹤0.01% | 522 |
|
|
2018
Q1 | $92K | Sell |
963
-353
| -27% | -$33.7K | 0.04% | 177 |
|
|
2017
Q4 | $149K | Buy |
+1,316
| New | +$149K | 0.06% | 141 |
|