WESPAC Advisors’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 |
-4,533
| Closed | -$869K | – | 166 |
|
|
2024
Q3 | $869K | Buy |
4,533
+285
| +7% | +$54.7K | 0.64% | 53 |
|
|
2024
Q2 | $781K | Sell |
4,248
-1,686
| -28% | -$310K | 0.61% | 57 |
|
|
2024
Q1 | $1.15M | Sell |
5,934
-28
| -0.5% | -$5.45K | 0.67% | 47 |
|
|
2023
Q4 | $1.11M | Sell |
5,962
-317
| -5% | -$59.1K | 0.77% | 44 |
|
|
2023
Q3 | $1.26M | Buy |
6,279
+65
| +1% | +$13K | 0.94% | 33 |
|
|
2023
Q2 | $1.55M | Hold |
6,214
| – | – | 1.24% | 23 |
|
|
2023
Q1 | $1.58M | Buy |
+6,214
| New | +$1.58M | 1.49% | 21 |
|
|
2022
Q4 | – | Sell |
-5,044
| Closed | -$1.11M | – | 75 |
|
|
2022
Q3 | $1.11M | Sell |
5,044
-2,267
| -31% | -$500K | 1.5% | 17 |
|
|
2022
Q2 | $1.57M | Buy |
7,311
+2,129
| +41% | +$458K | 1.2% | 27 |
|
|
2022
Q1 | $1.12M | Buy |
+5,182
| New | +$1.12M | 1.22% | 26 |
|