Sendero 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
Q2
Sell
-1,036
Closed -$202K 161
2024
Q1
$202K Buy
+1,036
New +$202K 0.03% 154
2023
Q4
Sell
-1,036
Closed -$207K 152
2023
Q3
$207K Hold
1,036
0.04% 150
2023
Q2
$259K Buy
+1,036
New +$259K 0.06% 138