Wagner Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-385
| Closed | -$85K | – | 468 |
|
|
2022
Q3 | $85K | Buy |
385
+26
| +7% | +$5.74K | 0.06% | 160 |
|
|
2022
Q2 | $77K | Buy |
+359
| New | +$77K | 0.06% | 165 |
|
|
2022
Q1 | – | Sell |
-309
| Closed | -$60K | – | 413 |
|
|
2021
Q4 | $60K | Buy |
309
+1
| +0.3% | +$194 | 0.05% | 233 |
|
|
2021
Q3 | $54K | Buy |
308
+12
| +4% | +$2.1K | 0.04% | 237 |
|
|
2021
Q2 | $52K | Buy |
296
+1
| +0.3% | +$176 | 0.04% | 249 |
|
|
2021
Q1 | $47K | Buy |
+295
| New | +$47K | 0.04% | 237 |
|
|
2018
Q3 | $11K | Buy |
111
+1
| +0.9% | +$99 | 0.01% | 409 |
|
|
2018
Q2 | $10K | Hold |
110
| – | – | 0.01% | 398 |
|
|
2018
Q1 | $11K | Sell |
110
-32
| -23% | -$3.2K | 0.01% | 356 |
|
|
2017
Q4 | $18K | Buy |
+142
| New | +$18K | 0.01% | 318 |
|