Tiemann Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,147
| Closed | -$229K | – | 189 |
|
2023
Q3 | $229K | Sell |
1,147
-50
| -4% | -$10K | 0.12% | 167 |
|
2023
Q2 | $299K | Buy |
1,197
+70
| +6% | +$17.5K | 0.15% | 141 |
|
2023
Q1 | $287K | Buy |
1,127
+137
| +14% | +$34.9K | 0.16% | 144 |
|
2022
Q4 | $229K | Buy |
990
+40
| +4% | +$9.26K | 0.13% | 170 |
|
2022
Q3 | $209K | Buy |
+950
| New | +$209K | 0.14% | 164 |
|