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 |
|