Running Point Capital Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,130
| Closed | -$211K | – | 151 |
|
|
2023
Q4 | $211K | Buy |
1,130
+45
| +4% | +$8.39K | 0.1% | 96 |
|
|
2023
Q3 | $217K | Sell |
1,085
-35
| -3% | -$7K | 0.13% | 89 |
|
|
2023
Q2 | $280K | Buy |
1,120
+16
| +1% | +$4K | 0.16% | 79 |
|
|
2023
Q1 | $281K | Hold |
1,104
| – | – | 0.17% | 75 |
|
|
2022
Q4 | $256K | Sell |
1,104
-10
| -0.9% | -$2.32K | 0.16% | 82 |
|
|
2022
Q3 | $246K | Buy |
1,114
+55
| +5% | +$12.1K | 0.16% | 74 |
|
|
2022
Q2 | $228K | Buy |
1,059
+46
| +5% | +$9.9K | 0.15% | 86 |
|
|
2022
Q1 | $219K | Buy |
+1,013
| New | +$219K | 0.13% | 88 |
|