Sugarloaf 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
Q4 | $38.8K | Hold |
229
| – | – | 0.01% | 327 |
|
|
2024
Q3 | $43.9K | Hold |
229
| – | – | 0.01% | 318 |
|
|
2024
Q2 | $42.1K | Hold |
229
| – | – | 0.01% | 312 |
|
|
2024
Q1 | $44.5K | Hold |
229
| – | – | 0.01% | 304 |
|
|
2023
Q4 | $42.7K | Hold |
229
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $45.8K | Sell |
229
-100
| -30% | -$20K | 0.01% | 293 |
|
|
2023
Q2 | $82.2K | Hold |
329
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $83.7K | Buy |
329
+100
| +44% | +$25.4K | 0.02% | 217 |
|
|
2022
Q4 | $53K | Sell |
229
-71
| -24% | -$16.4K | 0.01% | 272 |
|
|
2022
Q3 | $67K | Buy |
300
+71
| +31% | +$15.9K | 0.02% | 249 |
|
|
2022
Q2 | $49K | Hold |
229
| – | – | 0.01% | 280 |
|
|
2022
Q1 | $50K | Hold |
229
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $44K | Hold |
229
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $39K | Hold |
229
| – | – | 0.01% | 311 |
|
|
2021
Q2 | $40K | Hold |
229
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $36 | Hold |
229
| – | – | 0.01% | 319 |
|
|
2020
Q4 | $35K | Hold |
229
| – | – | 0.01% | 294 |
|
|
2020
Q3 | $33K | Hold |
229
| – | – | 0.01% | 292 |
|
|
2020
Q2 | $30K | Hold |
229
| – | – | 0.01% | 298 |
|
|
2020
Q1 | $30K | Hold |
229
| – | – | 0.01% | 279 |
|
|
2019
Q4 | $34K | Buy |
+229
| New | +$34K | 0.01% | 292 |
|