WealthPLAN Partners’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 |
-19
| Closed | -$4.74K | – | 662 |
|
|
2023
Q2 | $4.74K | Buy |
19
+11
| +138% | +$2.75K | ﹤0.01% | 921 |
|
|
2023
Q1 | $2.04K | Sell |
8
-14,785
| -100% | -$3.76M | ﹤0.01% | 1128 |
|
|
2022
Q4 | $3.53M | Buy |
+14,793
| New | +$3.53M | 0.25% | 85 |
|
|
2017
Q2 | – | Sell |
-155
| Closed | -$16.9K | – | 289 |
|
|
2017
Q1 | $16.9K | Buy |
+155
| New | +$16.9K | 0.06% | 202 |
|
|
2016
Q3 | $39.9K | Sell |
420
-420
| -50% | -$39.9K | 0.01% | 374 |
|
|
2016
Q2 | $47.7K | Buy |
+840
| New | +$47.7K | 0.01% | 952 |
|
|
2015
Q4 | $13.8K | Buy |
+155
| New | +$13.8K | ﹤0.01% | 1044 |
|