Wealth Enhancement & Preservation of GA’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$739K Buy
2023
Q1
$702K Sell
2022
Q4
$640K Buy
2022
Q3
$435K Sell
2022
Q2
$1.14M Sell
2022
Q1
$1.55M Sell
2021
Q4
$1.38M Buy
2021
Q3
$1.19M Buy
2021
Q2
$1.15M Buy
2021
Q1
$1.01M Buy
2020
Q4
$961K Buy