WR Wealth Planners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $342K | Buy |
2,019
+104
| +5% | +$17.6K | 0.11% | 118 |
|
|
2024
Q3 | $367K | Buy |
1,915
+42
| +2% | +$8.06K | 0.1% | 123 |
|
|
2024
Q2 | $344K | Buy |
1,873
+7
| +0.4% | +$1.29K | 0.11% | 121 |
|
|
2024
Q1 | $363K | Buy |
1,866
+16
| +0.9% | +$3.11K | 0.11% | 121 |
|
|
2023
Q4 | $345K | Hold |
1,850
| – | – | 0.13% | 136 |
|
|
2023
Q3 | $370K | Hold |
1,850
| – | – | 0.14% | 116 |
|
|
2023
Q2 | $462K | Hold |
1,850
| – | – | 0.18% | 93 |
|
|
2023
Q1 | $471K | Buy |
+1,850
| New | +$471K | 0.2% | 82 |
|