Transcend Capital 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 |
-5,093
| Closed | -$977K | – | 603 |
|
|
2024
Q3 | $977K | Buy |
5,093
+173
| +4% | +$33.2K | 0.07% | 267 |
|
|
2024
Q2 | $904K | Sell |
4,920
-1,217
| -20% | -$224K | 0.07% | 266 |
|
|
2024
Q1 | $1.19M | Buy |
6,137
+1,106
| +22% | +$215K | 0.1% | 209 |
|
|
2023
Q4 | $938K | Buy |
5,031
+408
| +9% | +$76.1K | 0.08% | 222 |
|
|
2023
Q3 | $925K | Buy |
4,623
+567
| +14% | +$113K | 0.09% | 220 |
|
|
2023
Q2 | $1.01M | Buy |
4,056
+1,281
| +46% | +$320K | 0.1% | 211 |
|
|
2023
Q1 | $706K | Buy |
+2,775
| New | +$706K | 0.07% | 243 |
|