W Advisors LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,123
| Closed | -$215K | – | 118 |
|
|
2024
Q3 | $215K | Buy |
1,123
+2
| +0.2% | +$384 | 0.13% | 110 |
|
|
2024
Q2 | $206K | Hold |
1,121
| – | – | 0.14% | 109 |
|
|
2024
Q1 | $218K | Buy |
1,121
+24
| +2% | +$4.67K | 0.15% | 103 |
|
|
2023
Q4 | $205K | Buy |
1,097
+4
| +0.4% | +$746 | 0.15% | 108 |
|
|
2023
Q3 | $219K | Sell |
1,093
-3
| -0.3% | -$600 | 0.18% | 95 |
|
|
2023
Q2 | $274K | Hold |
1,096
| – | – | 0.21% | 88 |
|
|
2023
Q1 | $279K | Hold |
1,096
| – | – | 0.23% | 85 |
|
|
2022
Q4 | $254K | Hold |
1,096
| – | – | 0.21% | 91 |
|
|
2022
Q3 | $241K | Hold |
1,096
| – | – | 0.22% | 84 |
|
|
2022
Q2 | $236K | Hold |
1,096
| – | – | 0.2% | 91 |
|
|
2022
Q1 | $238K | Hold |
1,096
| – | – | 0.18% | 95 |
|
|
2021
Q4 | $212K | Buy |
+1,096
| New | +$212K | 0.16% | 95 |
|