Peterson 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
Q2 | – | Sell |
-5,200
| Closed | -$1.01M | – | 55 |
|
|
2024
Q1 | $1.01M | Buy |
+5,200
| New | +$1.01M | 0.73% | 39 |
|
|
2023
Q3 | – | Sell |
-1,289
| Closed | -$322K | – | 60 |
|
|
2023
Q2 | $322K | Buy |
1,289
+34
| +3% | +$8.49K | 0.26% | 59 |
|
|
2023
Q1 | $319K | Sell |
1,255
-265
| -17% | -$67.4K | 0.31% | 50 |
|
|
2022
Q4 | $352K | Sell |
1,520
-130
| -8% | -$30.1K | 0.36% | 45 |
|
|
2022
Q3 | $364K | Buy |
1,650
+406
| +33% | +$89.6K | 0.34% | 46 |
|
|
2022
Q2 | $268K | Sell |
1,244
-1,801
| -59% | -$388K | 0.35% | 43 |
|
|
2022
Q1 | $660K | Sell |
3,045
-4,484
| -60% | -$972K | 0.44% | 50 |
|
|
2021
Q4 | $1.46M | Buy |
7,529
+208
| +3% | +$40.3K | 0.97% | 37 |
|
|
2021
Q3 | $1.24M | Sell |
7,321
-1
| -0% | -$169 | 0.96% | 37 |
|
|
2021
Q2 | $1.28M | Buy |
+7,322
| New | +$1.28M | 1% | 37 |
|