Wintrust Investments’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 |
-179
| Closed | -$34K | – | 466 |
|
|
2024
Q3 | $34K | Sell |
179
-1,656
| -90% | -$315K | 0.03% | 374 |
|
|
2024
Q2 | $337K | Buy |
1,835
+57
| +3% | +$10.5K | 0.03% | 353 |
|
|
2024
Q1 | $346K | Sell |
1,778
-4,473
| -72% | -$870K | 0.03% | 348 |
|
|
2023
Q4 | $1.17M | Buy |
6,251
+1,084
| +21% | +$202K | 0.11% | 161 |
|
|
2023
Q3 | $1.03M | Buy |
5,167
+1,282
| +33% | +$257K | 0.11% | 165 |
|
|
2023
Q2 | $970K | Buy |
3,885
+1,236
| +47% | +$309K | 0.1% | 178 |
|
|
2023
Q1 | $674K | Buy |
2,649
+251
| +10% | +$63.9K | 0.09% | 172 |
|
|
2022
Q4 | $555K | Buy |
2,398
+1,132
| +89% | +$262K | 0.07% | 199 |
|
|
2022
Q3 | $279K | Buy |
1,266
+121
| +11% | +$26.7K | 0.03% | 315 |
|
|
2022
Q2 | $246K | Buy |
1,145
+1
| +0.1% | +$215 | 0.03% | 334 |
|
|
2022
Q1 | $248K | Buy |
1,144
+1
| +0.1% | +$217 | 0.02% | 352 |
|
|
2021
Q4 | $221K | Buy |
+1,143
| New | +$221K | 0.02% | 391 |
|
|
2021
Q2 | – | Sell |
-1,541
| Closed | -$244K | – | 435 |
|
|
2021
Q1 | $244K | Buy |
1,541
+161
| +12% | +$25.5K | 0.03% | 360 |
|
|
2020
Q4 | $210K | Buy |
+1,380
| New | +$210K | 0.06% | 173 |
|