Quadrant Private 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 |
-1,053
| Closed | -$202K | – | 246 |
|
|
2024
Q3 | $202K | Buy |
+1,053
| New | +$202K | 0.05% | 237 |
|
|
2024
Q2 | – | Sell |
-1,073
| Closed | -$209K | – | 257 |
|
|
2024
Q1 | $209K | Hold |
1,073
| – | – | 0.05% | 218 |
|
|
2023
Q4 | $200K | Hold |
1,073
| – | – | 0.06% | 220 |
|
|
2023
Q3 | $215K | Hold |
1,073
| – | – | 0.07% | 201 |
|
|
2023
Q2 | $268K | Buy |
1,073
+3
| +0.3% | +$749 | 0.08% | 198 |
|
|
2023
Q1 | $272K | Sell |
1,070
-11
| -1% | -$2.8K | 0.08% | 196 |
|
|
2022
Q4 | $250K | Buy |
+1,081
| New | +$250K | 0.08% | 201 |
|
|
2022
Q2 | $251K | Buy |
1,167
+3
| +0.3% | +$645 | 0.1% | 169 |
|
|
2022
Q1 | $252K | Hold |
1,164
| – | – | 0.09% | 179 |
|
|
2021
Q4 | $225K | Buy |
+1,164
| New | +$225K | 0.08% | 178 |
|
|
2021
Q3 | – | Sell |
-1,168
| Closed | -$203K | – | 196 |
|
|
2021
Q2 | $203K | Sell |
1,168
-800
| -41% | -$139K | 0.08% | 184 |
|
|
2021
Q1 | $311K | Sell |
1,968
-34
| -2% | -$5.37K | 0.14% | 151 |
|
|
2020
Q4 | $305K | Buy |
2,002
+37
| +2% | +$5.64K | 0.14% | 144 |
|
|
2020
Q3 | $282K | Hold |
1,965
| – | – | 0.14% | 137 |
|
|
2020
Q2 | $255K | Buy |
+1,965
| New | +$255K | 0.15% | 144 |
|