Primoris Wealth Advisors’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,957
Closed -$738K 76
2023
Q2
$738K Sell
2,957
-20,584
-87% -$5.14M 0.81% 31
2023
Q1
$5.99M Buy
23,541
+2,117
+10% +$539K 7.37% 1
2022
Q4
$4.96M Buy
+21,424
New +$4.96M 7.64% 1