Liberty Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,220
| Closed | -$244K | – | 180 |
|
|
2023
Q3 | $244K | Sell |
1,220
-20
| -2% | -$4K | 0.06% | 147 |
|
|
2023
Q2 | $310K | Sell |
1,240
-50
| -4% | -$12.5K | 0.08% | 133 |
|
|
2023
Q1 | $328K | Buy |
+1,290
| New | +$328K | 0.07% | 160 |
|
|
2022
Q3 | $281K | Buy |
1,275
+309
| +32% | +$68.1K | 0.07% | 113 |
|
|
2022
Q2 | $207K | Hold |
966
| – | – | 0.08% | 134 |
|
|
2022
Q1 | $209K | Buy |
+966
| New | +$209K | 0.08% | 140 |
|
|
2021
Q4 | – | Sell |
-961
| Closed | -$163K | – | 576 |
|
|
2021
Q3 | $163K | Buy |
961
+3
| +0.3% | +$509 | 0.06% | 198 |
|
|
2021
Q2 | $167K | Buy |
958
+7
| +0.7% | +$1.22K | 0.06% | 154 |
|
|
2021
Q1 | $138K | Hold |
951
| – | – | 0.07% | 143 |
|
|
2020
Q4 | $138K | Buy |
951
+2
| +0.2% | +$290 | 0.07% | 142 |
|
|
2020
Q3 | $136K | Buy |
949
+3
| +0.3% | +$430 | 0.08% | 128 |
|
|
2020
Q2 | $123K | Buy |
946
+4
| +0.4% | +$520 | 0.09% | 126 |
|
|
2020
Q1 | $125K | Buy |
942
+3
| +0.3% | +$398 | 0.11% | 120 |
|
|
2019
Q4 | $138K | Buy |
939
+4
| +0.4% | +$588 | 0.11% | 125 |
|
|
2019
Q3 | $145K | Buy |
935
+2
| +0.2% | +$310 | 0.14% | 113 |
|
|
2019
Q2 | $125K | Sell |
933
-15
| -2% | -$2.01K | 0.11% | 144 |
|
|
2019
Q1 | $108K | Sell |
948
-34
| -3% | -$3.87K | 0.08% | 130 |
|
|
2018
Q4 | $105K | Buy |
+982
| New | +$105K | 0.08% | 129 |
|