McGlone Suttner Wealth Management’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 |
-1,569
| Closed | -$301K | – | 185 |
|
|
2024
Q3 | $301K | Buy |
1,569
+431
| +38% | +$82.7K | 0.06% | 131 |
|
|
2024
Q2 | $212K | Sell |
1,138
-248
| -18% | -$46.2K | 0.04% | 153 |
|
|
2024
Q1 | $270K | Buy |
1,386
+248
| +22% | +$48.2K | 0.05% | 142 |
|
|
2023
Q4 | $212K | Buy |
1,138
+58
| +5% | +$10.8K | 0.04% | 153 |
|
|
2023
Q3 | $216K | Buy |
1,080
+14
| +1% | +$2.8K | 0.05% | 130 |
|
|
2023
Q2 | $266K | Buy |
1,066
+38
| +4% | +$9.5K | 0.06% | 120 |
|
|
2023
Q1 | $262K | Sell |
1,028
-134
| -12% | -$34.1K | 0.07% | 118 |
|
|
2022
Q4 | $269K | Buy |
+1,162
| New | +$269K | 0.09% | 106 |
|