V Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,268
| Closed | -$317K | – | 218 |
|
|
2023
Q2 | $317K | Buy |
1,268
+117
| +10% | +$29.2K | 0.05% | 282 |
|
|
2023
Q1 | $293K | Buy |
1,151
+40
| +4% | +$10.2K | 0.05% | 295 |
|
|
2022
Q4 | $257K | Sell |
1,111
-102
| -8% | -$23.6K | 0.05% | 298 |
|
|
2022
Q3 | $267K | Buy |
1,213
+192
| +19% | +$42.3K | 0.05% | 304 |
|
|
2022
Q2 | $220K | Buy |
1,021
+2
| +0.2% | +$431 | 0.04% | 368 |
|
|
2022
Q1 | $221K | Buy |
+1,019
| New | +$221K | 0.04% | 403 |
|
|
2021
Q3 | – | Sell |
-1,195
| Closed | -$210K | – | 480 |
|
|
2021
Q2 | $210K | Buy |
+1,195
| New | +$210K | 0.03% | 446 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$11K | – | 430 |
|
|
2017
Q2 | $11K | Buy |
+100
| New | +$11K | 0.01% | 545 |
|