Stokes Family Office’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,665
| Closed | -$319K | – | 250 |
|
|
2024
Q3 | $319K | Buy |
1,665
+150
| +10% | +$28.8K | 0.03% | 186 |
|
|
2024
Q2 | $279K | Buy |
1,515
+118
| +8% | +$21.7K | 0.03% | 193 |
|
|
2024
Q1 | $272K | Buy |
1,397
+156
| +13% | +$30.3K | 0.03% | 191 |
|
|
2023
Q4 | $231K | Sell |
1,241
-157
| -11% | -$29.3K | 0.03% | 195 |
|
|
2023
Q3 | $280K | Sell |
1,398
-507
| -27% | -$101K | 0.03% | 256 |
|
|
2023
Q2 | $476K | Buy |
1,905
+307
| +19% | +$76.7K | 0.06% | 182 |
|
|
2023
Q1 | $407K | Buy |
1,598
+45
| +3% | +$11.4K | 0.05% | 191 |
|
|
2022
Q4 | $360K | Buy |
1,553
+167
| +12% | +$38.7K | 0.05% | 195 |
|
|
2022
Q3 | $306K | Buy |
1,386
+115
| +9% | +$25.4K | 0.04% | 207 |
|
|
2022
Q2 | $273K | Buy |
1,271
+6
| +0.5% | +$1.29K | 0.04% | 219 |
|
|
2022
Q1 | $274K | Buy |
1,265
+51
| +4% | +$11K | 0.04% | 217 |
|
|
2021
Q4 | $235K | Buy |
+1,214
| New | +$235K | 0.03% | 222 |
|