Baystate Wealth Management’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$47.4K Buy
253
+1
+0.4% +$187 ﹤0.01% 395
2023
Q3
$50.5K Buy
252
+2
+0.8% +$401 ﹤0.01% 339
2023
Q2
$62.7K Sell
250
-131
-34% -$32.8K 0.01% 307
2023
Q1
$97.1K Buy
381
+1
+0.3% +$255 0.01% 254
2022
Q4
$88K Sell
380
-41
-10% -$9.5K 0.01% 264
2022
Q3
$93K Buy
421
+132
+46% +$29.2K 0.01% 240
2022
Q2
$62K Buy
289
+2
+0.7% +$429 0.01% 296
2022
Q1
$62K Buy
287
+1
+0.3% +$216 0.01% 297
2021
Q4
$55K Buy
286
+1
+0.4% +$192 0.01% 307
2021
Q3
$48K Buy
285
+2
+0.7% +$337 ﹤0.01% 301
2021
Q2
$49K Buy
283
+242
+590% +$41.9K ﹤0.01% 284
2021
Q1
$7K Hold
41
﹤0.01% 484
2020
Q4
$6K Hold
41
﹤0.01% 475
2020
Q3
$6K Buy
41
+1
+3% +$146 ﹤0.01% 448
2020
Q2
$5K Sell
40
-1
-2% -$125 ﹤0.01% 461
2020
Q1
$5K Buy
41
+1
+3% +$122 ﹤0.01% 429
2019
Q4
$6K Sell
40
-8
-17% -$1.2K ﹤0.01% 439
2019
Q3
$7K Buy
48
+8
+20% +$1.17K ﹤0.01% 391
2019
Q2
$5K Buy
+40
New +$5K ﹤0.01% 429
2018
Q1
Sell
-200
Closed -$22K 694
2017
Q4
$22K Hold
200
﹤0.01% 288
2017
Q3
$22K Hold
200
﹤0.01% 275
2017
Q2
$21K Hold
200
﹤0.01% 274
2017
Q1
$22K Hold
200
﹤0.01% 260
2016
Q4
$21K Buy
+200
New +$21K ﹤0.01% 222
2013
Q3
Sell
-200
Closed -$18K 107
2013
Q2
$18K Buy
+200
New +$18K 0.01% 159