WealthOne’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $216K | Buy |
1,081
+1
| +0.1% | +$200 | 0.09% | 77 |
|
2023
Q2 | $270K | Buy |
1,080
+1
| +0.1% | +$250 | 0.1% | 87 |
|
2023
Q1 | $274K | Buy |
1,079
+2
| +0.2% | +$509 | 0.11% | 89 |
|
2022
Q4 | $249K | Buy |
1,077
+1
| +0.1% | +$232 | 0.1% | 97 |
|
2022
Q3 | $237K | Sell |
1,076
-199
| -16% | -$43.8K | 0.1% | 94 |
|
2022
Q2 | $274K | Buy |
1,275
+1
| +0.1% | +$215 | 0.11% | 90 |
|
2022
Q1 | $276K | Buy |
1,274
+2
| +0.2% | +$433 | 0.1% | 101 |
|
2021
Q4 | $246K | Buy |
1,272
+1
| +0.1% | +$193 | 0.08% | 96 |
|
2021
Q3 | $215K | Buy |
1,271
+1
| +0.1% | +$169 | 0.08% | 120 |
|
2021
Q2 | $221K | Buy |
1,270
+1
| +0.1% | +$174 | 0.09% | 115 |
|
2021
Q1 | $201K | Sell |
1,269
-173
| -12% | -$27.4K | 0.09% | 119 |
|
2020
Q4 | $220K | Buy |
+1,442
| New | +$220K | 0.11% | 100 |
|
2019
Q1 | – | Sell |
-633
| Closed | -$68K | – | 280 |
|
2018
Q4 | $68K | Buy |
+633
| New | +$68K | 0.06% | 153 |
|