TRUE Private Wealth Advisors’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 |
-2,265
| Closed | -$416K | – | 242 |
|
|
2024
Q2 | $416K | Buy |
2,265
+242
| +12% | +$44.5K | 0.05% | 182 |
|
|
2024
Q1 | $393K | Buy |
2,023
+119
| +6% | +$23.1K | 0.05% | 199 |
|
|
2023
Q4 | $355K | Buy |
1,904
+603
| +46% | +$112K | 0.04% | 199 |
|
|
2023
Q3 | $260K | Buy |
1,301
+268
| +26% | +$53.6K | 0.04% | 214 |
|
|
2023
Q2 | $258K | Sell |
1,033
-10
| -1% | -$2.5K | 0.04% | 195 |
|
|
2023
Q1 | $265K | Buy |
1,043
+18
| +2% | +$4.58K | 0.04% | 189 |
|
|
2022
Q4 | $237K | Sell |
1,025
-318
| -24% | -$73.6K | 0.04% | 193 |
|
|
2022
Q3 | $296K | Buy |
1,343
+30
| +2% | +$6.61K | 0.04% | 153 |
|
|
2022
Q2 | $282K | Hold |
1,313
| – | – | 0.04% | 172 |
|
|
2022
Q1 | $295K | Buy |
1,313
+14
| +1% | +$3.15K | 0.04% | 178 |
|
|
2021
Q4 | $251K | Sell |
1,299
-196
| -13% | -$37.9K | 0.04% | 222 |
|
|
2021
Q3 | $253K | Sell |
1,495
-31
| -2% | -$5.25K | 0.04% | 206 |
|
|
2021
Q2 | $265K | Sell |
1,526
-1,016
| -40% | -$176K | 0.04% | 192 |
|
|
2021
Q1 | $402K | Sell |
2,542
-763
| -23% | -$121K | 0.07% | 151 |
|
|
2020
Q4 | $503K | Sell |
3,305
-118
| -3% | -$18K | 0.08% | 126 |
|
|
2020
Q3 | $490K | Sell |
3,423
-128
| -4% | -$18.3K | 0.08% | 124 |
|
|
2020
Q2 | $460K | Buy |
3,551
+3,148
| +781% | +$408K | 0.08% | 124 |
|
|
2020
Q1 | $53K | Hold |
403
| – | – | 0.01% | 279 |
|
|
2019
Q4 | $59K | Buy |
+403
| New | +$59K | 0.01% | 347 |
|
|
2019
Q3 | – | Sell |
-402
| Closed | -$53K | – | 450 |
|
|
2019
Q2 | $53K | Buy |
+402
| New | +$53K | 0.01% | 335 |
|
|
2018
Q4 | – | Sell |
-127
| Closed | -$12.9K | – | 551 |
|
|
2018
Q3 | $12.9K | Buy |
+127
| New | +$12.9K | ﹤0.01% | 698 |
|