Advisory Research’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 |
-4,895
| Closed | -$939K | – | 156 |
|
|
2024
Q3 | $939K | Sell |
4,895
-328
| -6% | -$62.9K | 0.17% | 112 |
|
|
2024
Q2 | $960K | Sell |
5,223
-76
| -1% | -$14K | 0.18% | 105 |
|
|
2024
Q1 | $1.03M | Hold |
5,299
| – | – | 0.2% | 96 |
|
|
2023
Q4 | $988K | Sell |
5,299
-863
| -14% | -$161K | 0.15% | 158 |
|
|
2023
Q3 | $1.23M | Buy |
+6,162
| New | +$1.23M | 0.17% | 165 |
|
|
2020
Q3 | – | Sell |
-117,726
| Closed | -$15.3M | – | 328 |
|
|
2020
Q2 | $15.3M | Sell |
117,726
-78,282
| -40% | -$10.1M | 1.36% | 18 |
|
|
2020
Q1 | $26M | Buy |
+196,008
| New | +$26M | 1.8% | 15 |
|
|
2014
Q2 | – | Sell |
-651
| Closed | -$68K | – | 486 |
|
|
2014
Q1 | $68K | Buy |
+651
| New | +$68K | ﹤0.01% | 615 |
|