Bourgeon Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$38.2K | – | 343 |
|
|
2023
Q1 | $38.2K | Hold |
150
| – | – | 0.01% | 154 |
|
|
2022
Q4 | $34.7K | Hold |
150
| – | – | 0.01% | 171 |
|
|
2022
Q3 | $33K | Hold |
150
| – | – | 0.01% | 154 |
|
|
2022
Q2 | $32K | Hold |
150
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $32K | Hold |
150
| – | – | 0.01% | 163 |
|
|
2021
Q4 | $29K | Hold |
150
| – | – | 0.01% | 171 |
|
|
2021
Q3 | $25K | Hold |
150
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $26K | Hold |
150
| – | – | 0.01% | 188 |
|
|
2021
Q1 | $24K | Hold |
150
| – | – | 0.01% | 189 |
|
|
2020
Q4 | $23K | Hold |
150
| – | – | 0.01% | 175 |
|
|
2020
Q3 | $22K | Hold |
150
| – | – | 0.01% | 179 |
|
|
2020
Q2 | $19K | Hold |
150
| – | – | 0.01% | 166 |
|
|
2020
Q1 | $20K | Hold |
150
| – | – | 0.01% | 146 |
|
|
2019
Q4 | $22K | Hold |
150
| – | – | 0.01% | 146 |
|
|
2019
Q3 | $23K | Buy |
+150
| New | +$23K | 0.01% | 144 |
|