True North Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,143
| Closed | -$213K | – | 205 |
|
|
2023
Q4 | $213K | Hold |
1,143
| – | – | 0.05% | 181 |
|
|
2023
Q3 | $229K | Hold |
1,143
| – | – | 0.07% | 178 |
|
|
2023
Q2 | $285K | Sell |
1,143
-2
| -0.2% | -$499 | 0.08% | 170 |
|
|
2023
Q1 | $291K | Buy |
1,145
+3
| +0.3% | +$763 | 0.09% | 159 |
|
|
2022
Q4 | $264K | Buy |
1,142
+2
| +0.2% | +$463 | 0.09% | 148 |
|
|
2022
Q3 | $251K | Sell |
1,140
-1,088
| -49% | -$240K | 0.08% | 155 |
|
|
2022
Q2 | $479K | Buy |
+2,228
| New | +$479K | 0.15% | 124 |
|