World Equity Group’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 |
-3,602
| Closed | -$691K | – | 374 |
|
|
2024
Q3 | $691K | Buy |
3,602
+145
| +4% | +$27.8K | 0.25% | 94 |
|
|
2024
Q2 | $636K | Buy |
3,457
+136
| +4% | +$25K | 0.19% | 138 |
|
|
2024
Q1 | $646K | Sell |
3,321
-943
| -22% | -$183K | 0.13% | 161 |
|
|
2023
Q4 | $795K | Sell |
4,264
-2,398
| -36% | -$447K | 0.16% | 140 |
|
|
2023
Q3 | $1.33M | Buy |
6,662
+4,428
| +198% | +$887K | 0.28% | 90 |
|
|
2023
Q2 | $558K | Buy |
+2,234
| New | +$558K | 0.16% | 162 |
|
|
2023
Q1 | – | Sell |
-2,219
| Closed | -$514K | – | 542 |
|
|
2022
Q4 | $514K | Buy |
+2,219
| New | +$514K | 0.12% | 169 |
|