Atlas Capital Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3
| Closed | -$749 | – | 893 |
|
|
2023
Q2 | $749 | Hold |
3
| – | – | ﹤0.01% | 849 |
|
|
2023
Q1 | $763 | Hold |
3
| – | – | ﹤0.01% | 861 |
|
|
2022
Q4 | $694 | Hold |
3
| – | – | ﹤0.01% | 862 |
|
|
2022
Q3 | $661 | Hold |
3
| – | – | ﹤0.01% | 875 |
|
|
2022
Q2 | $645 | Hold |
3
| – | – | ﹤0.01% | 944 |
|
|
2022
Q1 | $650 | Hold |
3
| – | – | ﹤0.01% | 881 |
|
|
2021
Q4 | $580 | Hold |
3
| – | – | ﹤0.01% | 899 |
|
|
2021
Q3 | $507 | Hold |
3
| – | – | ﹤0.01% | 915 |
|
|
2021
Q2 | $522 | Buy |
+3
| New | +$522 | ﹤0.01% | 924 |
|
|
2020
Q3 | – | Sell |
-142
| Closed | -$18.4K | – | 426 |
|
|
2020
Q2 | $18.4K | Sell |
142
-2,836
| -95% | -$368K | ﹤0.01% | 556 |
|
|
2020
Q1 | $395K | Buy |
2,978
+1,980
| +198% | +$262K | 0.12% | 184 |
|
|
2019
Q4 | $147K | Sell |
998
-1,572
| -61% | -$231K | 0.04% | 352 |
|
|
2019
Q3 | $398K | Buy |
+2,570
| New | +$398K | 0.12% | 217 |
|