Cahill Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14
| Closed | -$2K | – | 462 |
|
|
2021
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 784 |
|
|
2016
Q3 | – | Sell |
-2,690
| Closed | -$306K | – | 124 |
|
|
2016
Q2 | $306K | Sell |
2,690
-35
| -1% | -$3.98K | 0.21% | 96 |
|
|
2016
Q1 | $251K | Sell |
2,725
-100
| -4% | -$9.21K | 0.19% | 99 |
|
|
2015
Q4 | $253K | Hold |
2,825
| – | – | 0.21% | 89 |
|
|
2015
Q3 | $260K | Sell |
2,825
-387
| -12% | -$35.6K | 0.21% | 90 |
|
|
2015
Q2 | $286K | Hold |
3,212
| – | – | 0.21% | 86 |
|
|
2015
Q1 | $325K | Hold |
3,212
| – | – | 0.25% | 81 |
|
|
2014
Q4 | $334K | Hold |
3,212
| – | – | 0.26% | 82 |
|
|
2014
Q3 | $307K | Sell |
3,212
-260
| -7% | -$24.9K | 0.25% | 87 |
|
|
2014
Q2 | $339K | Buy |
3,472
+250
| +8% | +$24.4K | 0.27% | 86 |
|
|
2014
Q1 | $337K | Hold |
3,222
| – | – | 0.29% | 75 |
|
|
2013
Q4 | $314K | Buy |
+3,222
| New | +$314K | 0.27% | 83 |
|