ShankerValleau Wealth Advisors’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-847
Closed -$211K 23
2023
Q2
$211K Hold
847
0.12% 22
2023
Q1
$215K Buy
+847
New +$215K 0.13% 19