Buckingham Strategic Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.78M | Buy |
9,677
+418
| +5% | +$76.8K | 0.02% | 251 |
|
2024
Q1 | $1.8M | Buy |
9,259
+1,462
| +19% | +$284K | 0.02% | 254 |
|
2023
Q4 | $1.45M | Sell |
7,797
-65
| -0.8% | -$12.1K | 0.02% | 272 |
|
2023
Q3 | $1.57M | Buy |
7,862
+313
| +4% | +$62.6K | 0.02% | 239 |
|
2023
Q2 | $1.89M | Sell |
7,549
-555
| -7% | -$139K | 0.03% | 219 |
|
2023
Q1 | $1.88M | Hold |
8,104
| – | – | 0.03% | 189 |
|
2022
Q4 | $1.88M | Buy |
8,104
+77
| +1% | +$17.8K | 0.03% | 189 |
|
2022
Q3 | $1.77M | Sell |
8,027
-745
| -8% | -$164K | 0.04% | 183 |
|
2022
Q2 | $1.89M | Buy |
8,772
+359
| +4% | +$77.2K | 0.04% | 180 |
|
2022
Q1 | $1.82M | Sell |
8,413
-746
| -8% | -$162K | 0.04% | 188 |
|
2021
Q4 | $1.77M | Sell |
9,159
-257
| -3% | -$49.7K | 0.03% | 197 |
|
2021
Q3 | $1.59M | Sell |
9,416
-213
| -2% | -$36.1K | 0.03% | 203 |
|
2021
Q2 | $1.68M | Sell |
9,629
-555
| -5% | -$96.7K | 0.04% | 194 |
|
2021
Q1 | $1.61M | Sell |
10,184
-52
| -0.5% | -$8.23K | 0.08% | 176 |
|
2020
Q4 | $1.56M | Buy |
10,236
+609
| +6% | +$92.8K | 0.08% | 176 |
|
2020
Q3 | $1.38M | Buy |
9,627
+3,864
| +67% | +$554K | 0.11% | 146 |
|
2020
Q2 | $747K | Sell |
5,763
-270
| -4% | -$35K | 0.07% | 176 |
|
2020
Q1 | $799K | Buy |
6,033
+38
| +0.6% | +$5.03K | 0.08% | 188 |
|
2019
Q4 | $881K | Buy |
5,995
+1,603
| +36% | +$236K | 0.08% | 169 |
|
2019
Q3 | $681K | Sell |
4,392
-1,013
| -19% | -$157K | 0.07% | 188 |
|
2019
Q2 | $724K | Buy |
5,405
+1,493
| +38% | +$200K | 0.08% | 190 |
|
2019
Q1 | $449K | Buy |
3,912
+187
| +5% | +$21.5K | 0.06% | 242 |
|
2018
Q4 | $399K | Buy |
3,725
+32
| +0.9% | +$3.43K | 0.06% | 221 |
|
2018
Q3 | $377K | Sell |
3,693
-230
| -6% | -$23.5K | 0.06% | 235 |
|
2018
Q2 | $365K | Sell |
3,923
-710
| -15% | -$66.1K | 0.06% | 232 |
|
2018
Q1 | $459K | Buy |
4,633
+1,758
| +61% | +$174K | 0.09% | 178 |
|
2017
Q4 | $326K | Buy |
+2,875
| New | +$326K | 0.07% | 227 |
|