Realta Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,196
| Closed | -$220K | – | 521 |
|
|
2024
Q2 | $220K | Sell |
1,196
-656
| -35% | -$121K | 0.04% | 374 |
|
|
2024
Q1 | $360K | Sell |
1,852
-92
| -5% | -$17.9K | 0.07% | 289 |
|
|
2023
Q4 | $363K | Buy |
1,944
+395
| +26% | +$73.7K | 0.08% | 276 |
|
|
2023
Q3 | $387K | Hold |
1,549
| – | – | 0.09% | 246 |
|
|
2023
Q2 | $387K | Sell |
1,549
-50
| -3% | -$12.5K | 0.08% | 257 |
|
|
2023
Q1 | $407K | Buy |
1,599
+267
| +20% | +$67.9K | 0.1% | 235 |
|
|
2022
Q4 | $308K | Buy |
1,332
+179
| +16% | +$41.5K | 0.08% | 290 |
|
|
2022
Q3 | $254K | Buy |
1,153
+248
| +27% | +$54.6K | 0.07% | 313 |
|
|
2022
Q2 | $200K | Sell |
905
-33
| -4% | -$7.29K | 0.05% | 362 |
|
|
2022
Q1 | $203K | Buy |
+938
| New | +$203K | 0.04% | 396 |
|
|
2020
Q1 | – | Sell |
-146
| Closed | -$21K | – | 775 |
|
|
2019
Q4 | $21K | Buy |
+146
| New | +$21K | 0.01% | 912 |
|
|
2019
Q3 | – | Sell |
-17
| Closed | -$2K | – | 1694 |
|
|
2019
Q2 | $2K | Sell |
17
-1,649
| -99% | -$194K | ﹤0.01% | 1557 |
|
|
2019
Q1 | $192K | Buy |
+1,666
| New | +$192K | 0.09% | 271 |
|