Wealthcare Advisory Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,830
| Closed | -$351K | – | 908 |
|
|
2024
Q3 | $351K | Buy |
+1,830
| New | +$351K | 0.01% | 665 |
|
|
2023
Q3 | – | Sell |
-803
| Closed | -$200K | – | 724 |
|
|
2023
Q2 | $200K | Buy |
+803
| New | +$200K | 0.01% | 684 |
|
|
2021
Q2 | – | Sell |
-170
| Closed | -$27K | – | 1131 |
|
|
2021
Q1 | $27K | Buy |
+170
| New | +$27K | ﹤0.01% | 1099 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | -$1K | – | 794 |
|
|
2020
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1399 |
|
|
2019
Q4 | – | Sell |
-201
| Closed | -$31K | – | 1406 |
|
|
2019
Q3 | $31K | Hold |
201
| – | – | ﹤0.01% | 640 |
|
|
2019
Q2 | $27K | Hold |
201
| – | – | ﹤0.01% | 649 |
|
|
2019
Q1 | $23K | Buy |
+201
| New | +$23K | ﹤0.01% | 621 |
|
|
2018
Q4 | – | Sell |
-68
| Closed | -$7K | – | 1231 |
|
|
2018
Q3 | $7K | Hold |
68
| – | – | ﹤0.01% | 932 |
|
|
2018
Q2 | $6K | Buy |
+68
| New | +$6K | ﹤0.01% | 944 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$44K | – | 1125 |
|
|
2017
Q3 | $44K | Buy |
+400
| New | +$44K | 0.01% | 319 |
|