Stratos Wealth Advisors’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 |
-1,076
| Closed | -$206K | – | 743 |
|
|
2024
Q3 | $206K | Buy |
+1,076
| New | +$206K | 0.01% | 698 |
|
|
2024
Q2 | – | Sell |
-1,184
| Closed | -$230K | – | 733 |
|
|
2024
Q1 | $230K | Sell |
1,184
-132
| -10% | -$25.7K | 0.01% | 601 |
|
|
2023
Q4 | $245K | Sell |
1,316
-188
| -13% | -$35.1K | 0.01% | 602 |
|
|
2023
Q3 | $301K | Buy |
1,504
+269
| +22% | +$53.9K | 0.02% | 527 |
|
|
2023
Q2 | $308K | Buy |
1,235
+83
| +7% | +$20.7K | 0.02% | 506 |
|
|
2023
Q1 | $293K | Buy |
1,152
+105
| +10% | +$26.7K | 0.02% | 498 |
|
|
2022
Q4 | $243K | Buy |
1,047
+32
| +3% | +$7.41K | 0.02% | 513 |
|
|
2022
Q3 | $224K | Sell |
1,015
-260
| -20% | -$57.4K | 0.02% | 462 |
|
|
2022
Q2 | $274K | Buy |
+1,275
| New | +$274K | 0.02% | 446 |
|