Boston Financial Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,183
| Closed | -$229K | – | 290 |
|
|
2021
Q4 | $229K | Sell |
1,183
-1,599
| -57% | -$310K | 0.01% | 246 |
|
|
2021
Q3 | $471K | Sell |
2,782
-315
| -10% | -$53.3K | 0.02% | 190 |
|
|
2021
Q2 | $539K | Sell |
3,097
-1,624
| -34% | -$283K | 0.02% | 173 |
|
|
2021
Q1 | $747K | Sell |
4,721
-55,392
| -92% | -$8.76M | 0.03% | 141 |
|
|
2020
Q4 | $9.16M | Sell |
60,113
-1,354
| -2% | -$206K | 0.42% | 60 |
|
|
2020
Q3 | $8.81M | Sell |
61,467
-5,959
| -9% | -$854K | 0.43% | 59 |
|
|
2020
Q2 | $8.74M | Sell |
67,426
-1,785
| -3% | -$231K | 0.47% | 58 |
|
|
2020
Q1 | $9.17M | Sell |
69,211
-14,145
| -17% | -$1.87M | 0.59% | 50 |
|
|
2019
Q4 | $12.3M | Sell |
83,356
-35,315
| -30% | -$5.19M | 0.67% | 50 |
|
|
2019
Q3 | $18.4M | Sell |
118,671
-2,126
| -2% | -$330K | 1.05% | 33 |
|
|
2019
Q2 | $16.2M | Buy |
120,797
+1,281
| +1% | +$172K | 0.94% | 38 |
|
|
2019
Q1 | $13.7M | Buy |
119,516
+16,066
| +16% | +$1.84M | 0.83% | 42 |
|
|
2018
Q4 | $11.1M | Sell |
103,450
-1,740
| -2% | -$186K | 0.77% | 47 |
|
|
2018
Q3 | $10.7M | Sell |
105,190
-7,917
| -7% | -$808K | 0.63% | 54 |
|
|
2018
Q2 | $10.5M | Sell |
113,107
-7,986
| -7% | -$743K | 0.71% | 53 |
|
|
2018
Q1 | $12M | Sell |
121,093
-3,115
| -3% | -$308K | 0.82% | 45 |
|
|
2017
Q4 | $14.1M | Buy |
124,208
+3,232
| +3% | +$367K | 0.94% | 36 |
|
|
2017
Q3 | $13.2M | Buy |
120,976
+3,697
| +3% | +$404K | 0.94% | 37 |
|
|
2017
Q2 | $12.6M | Buy |
117,279
+4,998
| +4% | +$537K | 0.9% | 34 |
|
|
2017
Q1 | $12.3M | Buy |
112,281
+7,688
| +7% | +$840K | 0.91% | 31 |
|
|
2016
Q4 | $10.8M | Buy |
104,593
+24,875
| +31% | +$2.57M | 0.85% | 33 |
|
|
2016
Q3 | $7.62M | Buy |
+79,718
| New | +$7.62M | 0.62% | 54 |
|