Wealth Quarterback’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 |
-830
| Closed | -$207K | – | 119 |
|
2023
Q2 | $207K | Sell |
830
-32
| -4% | -$7.99K | 0.14% | 111 |
|
2023
Q1 | $219K | Buy |
+862
| New | +$219K | 0.19% | 99 |
|
2021
Q3 | $147K | Sell |
868
-51
| -6% | -$8.64K | 0.1% | 133 |
|
2021
Q2 | $160K | Buy |
+919
| New | +$160K | 0.1% | 133 |
|
2020
Q4 | – | Sell |
-3,660
| Closed | -$474K | – | 115 |
|
2020
Q3 | $474K | Hold |
3,660
| – | – | 0.43% | 60 |
|
2020
Q2 | $474K | Buy |
3,660
+1,100
| +43% | +$142K | 0.43% | 60 |
|
2020
Q1 | $362K | Buy |
2,560
+1,232
| +93% | +$174K | 0.33% | 67 |
|
2019
Q4 | $195K | Buy |
+1,328
| New | +$195K | 0.17% | 109 |
|