Bay Colony Advisors’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 |
-2,056
| Closed | -$394K | – | 467 |
|
2024
Q3 | $394K | Buy |
2,056
+184
| +10% | +$35.3K | 0.06% | 271 |
|
2024
Q2 | $344K | Sell |
1,872
-280
| -13% | -$51.5K | 0.06% | 270 |
|
2024
Q1 | $419K | Buy |
2,152
+74
| +4% | +$14.4K | 0.07% | 233 |
|
2023
Q4 | $387K | Buy |
2,078
+395
| +23% | +$73.7K | 0.08% | 238 |
|
2023
Q3 | $337K | Buy |
1,683
+293
| +21% | +$58.6K | 0.08% | 221 |
|
2023
Q2 | $347K | Sell |
1,390
-494
| -26% | -$123K | 0.08% | 211 |
|
2023
Q1 | $477K | Buy |
1,884
+102
| +6% | +$25.8K | 0.13% | 162 |
|
2022
Q4 | $413K | Buy |
+1,782
| New | +$413K | 0.11% | 191 |
|
2018
Q3 | – | Sell |
-239
| Closed | -$22K | – | 498 |
|
2018
Q2 | $22K | Buy |
+239
| New | +$22K | 0.02% | 507 |
|