Benjamin F. Edwards & Company’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $15.3M | Buy |
83,166
+3,864
| +5% | +$710K | 0.27% | 109 |
|
2024
Q1 | $15.4M | Buy |
79,302
+44,694
| +129% | +$8.69M | 0.28% | 102 |
|
2023
Q4 | $6.45M | Buy |
34,608
+34,169
| +7,783% | +$6.37M | 0.13% | 177 |
|
2023
Q3 | $88K | Hold |
439
| – | – | ﹤0.01% | 920 |
|
2023
Q2 | $110K | Hold |
439
| – | – | ﹤0.01% | 886 |
|
2023
Q1 | $112K | Hold |
439
| – | – | ﹤0.01% | 870 |
|
2022
Q4 | $102K | Buy |
439
+23
| +6% | +$5.34K | ﹤0.01% | 895 |
|
2022
Q3 | $92K | Sell |
416
-256
| -38% | -$56.6K | ﹤0.01% | 883 |
|
2022
Q2 | $145K | Buy |
672
+31
| +5% | +$6.69K | 0.01% | 754 |
|
2022
Q1 | $139K | Sell |
641
-100
| -13% | -$21.7K | 0.01% | 778 |
|
2021
Q4 | $143K | Buy |
741
+12
| +2% | +$2.32K | 0.01% | 792 |
|
2021
Q3 | $123K | Sell |
729
-2
| -0.3% | -$337 | 0.01% | 800 |
|
2021
Q2 | $127K | Sell |
731
-6
| -0.8% | -$1.04K | 0.01% | 777 |
|
2021
Q1 | $117K | Sell |
737
-55
| -7% | -$8.73K | 0.01% | 803 |
|
2020
Q4 | $121K | Hold |
792
| – | – | 0.01% | 755 |
|
2020
Q3 | $114K | Sell |
792
-116
| -13% | -$16.7K | 0.01% | 714 |
|
2020
Q2 | $118K | Buy |
908
+93
| +11% | +$12.1K | 0.01% | 694 |
|
2020
Q1 | $108K | Hold |
815
| – | – | 0.01% | 672 |
|
2019
Q4 | $120K | Sell |
815
-110
| -12% | -$16.2K | 0.01% | 741 |
|
2019
Q3 | $143K | Hold |
925
| – | – | 0.01% | 648 |
|
2019
Q2 | $124K | Sell |
925
-123
| -12% | -$16.5K | 0.01% | 645 |
|
2019
Q1 | $120K | Hold |
1,048
| – | – | 0.01% | 631 |
|
2018
Q4 | $112K | Buy |
1,048
+90
| +9% | +$9.62K | 0.01% | 631 |
|
2018
Q3 | $98K | Hold |
958
| – | – | 0.01% | 677 |
|
2018
Q2 | $89K | Sell |
958
-50
| -5% | -$4.65K | 0.01% | 706 |
|
2018
Q1 | $100K | Sell |
1,008
-457
| -31% | -$45.3K | 0.01% | 674 |
|
2017
Q4 | $166K | Buy |
1,465
+1,232
| +529% | +$140K | 0.02% | 529 |
|
2017
Q3 | $25K | Hold |
233
| – | – | ﹤0.01% | 906 |
|
2017
Q2 | $25K | Hold |
233
| – | – | ﹤0.01% | 851 |
|
2017
Q1 | $25K | Hold |
233
| – | – | ﹤0.01% | 806 |
|
2016
Q4 | $24K | Buy |
233
+110
| +89% | +$11.3K | ﹤0.01% | 743 |
|
2016
Q3 | $12K | Hold |
123
| – | – | ﹤0.01% | 804 |
|
2016
Q2 | $14K | Hold |
123
| – | – | ﹤0.01% | 725 |
|
2016
Q1 | $11K | Sell |
123
-96
| -44% | -$8.59K | ﹤0.01% | 789 |
|
2015
Q4 | $20K | Buy |
219
+1
| +0.5% | +$91 | ﹤0.01% | 691 |
|
2015
Q3 | $20K | Hold |
218
| – | – | ﹤0.01% | 714 |
|
2015
Q2 | $19K | Buy |
218
+1
| +0.5% | +$87 | ﹤0.01% | 791 |
|
2015
Q1 | $22K | Buy |
217
+117
| +117% | +$11.9K | ﹤0.01% | 739 |
|
2014
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 789 |
|
2014
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 771 |
|
2014
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 730 |
|
2014
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 684 |
|
2013
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 652 |
|
2013
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 620 |
|
2013
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 590 |
|