Wedmont Private Capital’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 |
-1,372
| Closed | -$257K | – | 715 |
|
|
2024
Q3 | $257K | Buy |
1,372
+74
| +6% | +$13.9K | 0.01% | 555 |
|
|
2024
Q2 | $245K | Buy |
+1,298
| New | +$245K | 0.02% | 553 |
|
|
2023
Q3 | – | Sell |
-2,088
| Closed | -$499K | – | 519 |
|
|
2023
Q2 | $499K | Buy |
2,088
+254
| +14% | +$60.7K | 0.05% | 244 |
|
|
2023
Q1 | $474K | Buy |
1,834
+756
| +70% | +$196K | 0.06% | 233 |
|
|
2022
Q4 | $243K | Buy |
+1,078
| New | +$243K | 0.04% | 385 |
|