Symphony Financial’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
-1,182
Closed -$294K 174
2023
Q2
$294K Sell
1,182
-2,747
-70% -$683K 0.07% 152
2023
Q1
$995K Buy
3,929
+175
+5% +$44.3K 0.26% 78
2022
Q4
$838K Buy
3,754
+2,835
+308% +$633K 0.22% 86
2022
Q3
$206K Buy
+919
New +$206K 0.07% 182
2022
Q2
Sell
-2,718
Closed -$605K 194
2022
Q1
$605K Buy
2,718
+1,218
+81% +$271K 0.14% 119
2021
Q4
$290K Buy
+1,500
New +$290K 0.08% 153