Zimmermann Investment Management & Planning’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 |
-2,890
| Closed | -$554K | – | 52 |
|
|
2024
Q3 | $554K | Sell |
2,890
-51
| -2% | -$9.78K | 0.17% | 80 |
|
|
2024
Q2 | $541K | Sell |
2,941
-113
| -4% | -$20.8K | 0.18% | 76 |
|
|
2024
Q1 | $594K | Sell |
3,054
-40
| -1% | -$7.78K | 0.21% | 75 |
|
|
2023
Q4 | $577K | Sell |
3,094
-135
| -4% | -$25.2K | 0.24% | 65 |
|
|
2023
Q3 | $646K | Sell |
3,229
-396
| -11% | -$79.2K | 0.31% | 58 |
|
|
2023
Q2 | $905K | Sell |
3,625
-4
| -0.1% | -$999 | 0.42% | 44 |
|
|
2023
Q1 | $923K | Sell |
3,629
-177
| -5% | -$45K | 0.48% | 46 |
|
|
2022
Q4 | $881K | Buy |
3,806
+5
| +0.1% | +$1.16K | 0.51% | 40 |
|
|
2022
Q3 | $838K | Buy |
3,801
+50
| +1% | +$11K | 0.52% | 38 |
|
|
2022
Q2 | $807K | Buy |
3,751
+5
| +0.1% | +$1.08K | 0.55% | 42 |
|
|
2022
Q1 | $812K | Buy |
3,746
+5
| +0.1% | +$1.08K | 0.48% | 46 |
|
|
2021
Q4 | $724K | Buy |
+3,741
| New | +$724K | 0.41% | 47 |
|