Warner Financial’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 |
-943
| Closed | -$235K | – | 93 |
|
|
2023
Q2 | $235K | Buy |
943
+2
| +0.2% | +$498 | 0.15% | 89 |
|
|
2023
Q1 | $239K | Buy |
941
+3
| +0.3% | +$762 | 0.17% | 88 |
|
|
2022
Q4 | $217K | Buy |
938
+1
| +0.1% | +$231 | 0.17% | 90 |
|
|
2022
Q3 | $207K | Buy |
937
+2
| +0.2% | +$442 | 0.17% | 79 |
|
|
2022
Q2 | $201K | Buy |
935
+502
| +116% | +$108K | 0.18% | 77 |
|
|
2022
Q1 | $202K | Buy |
+433
| New | +$202K | 0.16% | 80 |
|