TCWA
Turtle Creek Wealth Advisors’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,252
| Closed | -$2.41M | – | 119 |
|
|
2024
Q4 | $2.41M | Sell |
14,252
-7,975
| -36% | -$1.35M | 0.56% | 44 |
|
|
2024
Q3 | $4.26M | Buy |
22,227
+242
| +1% | +$46.4K | 0.85% | 45 |
|
|
2024
Q2 | $4.04M | Buy |
21,985
+4,541
| +26% | +$835K | 0.94% | 43 |
|
|
2024
Q1 | $3.39M | Buy |
17,444
+6,914
| +66% | +$1.34M | 0.83% | 47 |
|
|
2023
Q4 | $1.96M | Buy |
+10,530
| New | +$1.96M | 0.58% | 54 |
|