Wakefield Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,020
| Closed | -$1.8M | – | 166 |
|
|
2023
Q3 | $1.8M | Sell |
9,020
-633
| -7% | -$127K | 0.82% | 42 |
|
|
2023
Q2 | $2.41M | Sell |
9,653
-1,311
| -12% | -$327K | 0.96% | 40 |
|
|
2023
Q1 | $2.79M | Sell |
10,964
-134
| -1% | -$34.1K | 1.16% | 25 |
|
|
2022
Q4 | $2.57M | Sell |
11,098
-15
| -0.1% | -$3.47K | 1.09% | 33 |
|
|
2022
Q3 | $2.45M | Buy |
+11,113
| New | +$2.45M | 1.13% | 29 |
|