BFSG LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-550
| Closed | -$101K | – | 646 |
|
|
2024
Q2 | $101K | Hold |
550
| – | – | 0.01% | 306 |
|
|
2024
Q1 | $107K | Hold |
550
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $103K | Buy |
+550
| New | +$103K | 0.01% | 294 |
|
|
2019
Q2 | – | Sell |
-6,882
| Closed | -$790K | – | 141 |
|
|
2019
Q1 | $790K | Hold |
6,882
| – | – | 0.3% | 68 |
|
|
2018
Q4 | $738K | Sell |
6,882
-5
| -0.1% | -$536 | 0.34% | 70 |
|
|
2018
Q3 | $702K | Sell |
6,887
-673
| -9% | -$68.6K | 0.3% | 68 |
|
|
2018
Q2 | $704K | Sell |
7,560
-450
| -6% | -$41.9K | 0.31% | 69 |
|
|
2018
Q1 | $793K | Sell |
8,010
-90
| -1% | -$8.91K | 0.35% | 69 |
|
|
2017
Q4 | $919K | Sell |
8,100
-55
| -0.7% | -$6.24K | 0.39% | 71 |
|
|
2017
Q3 | $890K | Sell |
8,155
-85
| -1% | -$9.28K | 0.4% | 69 |
|
|
2017
Q2 | $885K | Sell |
8,240
-205
| -2% | -$22K | 0.43% | 69 |
|
|
2017
Q1 | $923K | Buy |
+8,445
| New | +$923K | 0.46% | 70 |
|