SIA
Schear Investment Advisers’s Hershey HSY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,031
| Closed | -$379K | – | 84 |
|
2023
Q4 | $379K | Sell |
2,031
-272
| -12% | -$50.7K | 0.37% | 64 |
|
2023
Q3 | $461K | Sell |
2,303
-238
| -9% | -$47.6K | 0.5% | 57 |
|
2023
Q2 | $634K | Buy |
2,541
+732
| +40% | +$183K | 0.67% | 52 |
|
2023
Q1 | $460K | Sell |
1,809
-388
| -18% | -$98.7K | 0.55% | 59 |
|
2022
Q4 | $509K | Buy |
+2,197
| New | +$509K | 0.63% | 57 |
|