Birch Hill Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,240
| Closed | -$231K | – | 176 |
|
|
2023
Q4 | $231K | Hold |
1,240
| – | – | 0.01% | 150 |
|
|
2023
Q3 | $248K | Hold |
1,240
| – | – | 0.01% | 142 |
|
|
2023
Q2 | $310K | Hold |
1,240
| – | – | 0.02% | 134 |
|
|
2023
Q1 | $315K | Sell |
1,240
-200
| -14% | -$50.9K | 0.02% | 133 |
|
|
2022
Q4 | $333K | Hold |
1,440
| – | – | 0.02% | 131 |
|
|
2022
Q3 | $317K | Hold |
1,440
| – | – | 0.02% | 128 |
|
|
2022
Q2 | $310K | Hold |
1,440
| – | – | 0.02% | 133 |
|
|
2022
Q1 | $312K | Sell |
1,440
-160
| -10% | -$34.7K | 0.02% | 136 |
|
|
2021
Q4 | $310K | Buy |
+1,600
| New | +$310K | 0.02% | 145 |
|