Trek Financial’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,223
| Closed | -$225K | – | 419 |
|
|
2024
Q2 | $225K | Buy |
+1,223
| New | +$225K | 0.02% | 356 |
|
|
2024
Q1 | – | Sell |
-1,526
| Closed | -$285K | – | 405 |
|
|
2023
Q4 | $285K | Buy |
1,526
+12
| +0.8% | +$2.24K | 0.02% | 247 |
|
|
2023
Q3 | $303K | Buy |
1,514
+57
| +4% | +$11.4K | 0.03% | 226 |
|
|
2023
Q2 | $364K | Sell |
1,457
-206
| -12% | -$51.4K | 0.03% | 195 |
|
|
2023
Q1 | $423K | Buy |
1,663
+516
| +45% | +$131K | 0.04% | 180 |
|
|
2022
Q4 | $266K | Buy |
1,147
+185
| +19% | +$42.8K | 0.03% | 204 |
|
|
2022
Q3 | $212K | Sell |
962
-915
| -49% | -$202K | 0.02% | 197 |
|
|
2022
Q2 | $404K | Sell |
1,877
-39
| -2% | -$8.39K | 0.04% | 150 |
|
|
2022
Q1 | $415K | Buy |
1,916
+121
| +7% | +$26.2K | 0.04% | 156 |
|
|
2021
Q4 | $347K | Buy |
1,795
+3
| +0.2% | +$580 | 0.03% | 153 |
|
|
2021
Q3 | $303K | Buy |
1,792
+34
| +2% | +$5.75K | 0.03% | 158 |
|
|
2021
Q2 | $306K | Buy |
+1,758
| New | +$306K | 0.03% | 161 |
|