Ruedi Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-400
| Closed | -$68.4K | – | 173 |
|
2025
Q1 | $68.4K | Hold |
400
| – | – | 0.02% | 80 |
|
2024
Q4 | $67.7K | Hold |
400
| – | – | 0.02% | 76 |
|
2024
Q3 | $76.7K | Sell |
400
-1
| -0.2% | -$192 | 0.03% | 77 |
|
2024
Q2 | $73.7K | Buy |
401
+1
| +0.3% | +$184 | 0.03% | 74 |
|
2024
Q1 | $77.8K | Hold |
400
| – | – | 0.03% | 70 |
|
2023
Q4 | $74.6K | Hold |
400
| – | – | 0.04% | 66 |
|
2023
Q3 | $80K | Hold |
400
| – | – | 0.05% | 61 |
|
2023
Q2 | $99.9K | Hold |
400
| – | – | 0.06% | 53 |
|
2023
Q1 | $102K | Hold |
400
| – | – | 0.07% | 53 |
|
2022
Q4 | $92.6K | Buy |
+400
| New | +$92.6K | 0.07% | 52 |
|