Mattern 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 |
-1,000
| Closed | -$200K | – | 174 |
|
|
2023
Q3 | $200K | Hold |
1,000
| – | – | 0.06% | 163 |
|
|
2023
Q2 | $250K | Hold |
1,000
| – | – | 0.07% | 145 |
|
|
2023
Q1 | $254K | Hold |
1,000
| – | – | 0.08% | 151 |
|
|
2022
Q4 | $232K | Hold |
1,000
| – | – | 0.09% | 148 |
|
|
2022
Q3 | $220K | Hold |
1,000
| – | – | 0.09% | 146 |
|
|
2022
Q2 | $215K | Hold |
1,000
| – | – | 0.08% | 144 |
|
|
2022
Q1 | $217K | Buy |
+1,000
| New | +$217K | 0.07% | 149 |
|