Carroll Financial Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $292K | Sell |
1,540
-112
| -7% | -$21.2K | 0.02% | 326 |
|
|
2021
Q3 | $279K | Sell |
1,652
-189
| -10% | -$31.9K | 0.02% | 332 |
|
|
2021
Q2 | $320K | Buy |
1,841
+249
| +16% | +$43.3K | 0.02% | 318 |
|
|
2021
Q1 | $251K | Buy |
1,592
+102
| +7% | +$16.1K | 0.02% | 357 |
|
|
2020
Q4 | $226K | Hold |
1,490
| – | – | 0.02% | 343 |
|
|
2020
Q3 | $213K | Buy |
1,490
+77
| +5% | +$11K | 0.02% | 332 |
|
|
2020
Q2 | $183K | Buy |
1,413
+200
| +16% | +$25.9K | 0.02% | 352 |
|
|
2020
Q1 | $160K | Sell |
1,213
-150
| -11% | -$19.8K | 0.02% | 337 |
|
|
2019
Q4 | $200K | Hold |
1,363
| – | – | 0.02% | 362 |
|
|
2019
Q3 | $211K | Hold |
1,363
| – | – | 0.02% | 351 |
|
|
2019
Q2 | $182K | Hold |
1,363
| – | – | 0.02% | 365 |
|
|
2019
Q1 | $156K | Hold |
1,363
| – | – | 0.01% | 362 |
|
|
2018
Q4 | $143K | Sell |
1,363
-60
| -4% | -$6.3K | 0.02% | 313 |
|
|
2018
Q3 | $145K | Hold |
1,423
| – | – | 0.02% | 331 |
|
|
2018
Q2 | $132K | Hold |
1,423
| – | – | 0.01% | 330 |
|
|
2018
Q1 | $140K | Sell |
1,423
-250
| -15% | -$24.6K | 0.02% | 323 |
|
|
2017
Q4 | $189K | Hold |
1,673
| – | – | 0.02% | 275 |
|
|
2017
Q3 | $182K | Buy |
1,673
+60
| +4% | +$6.53K | 0.02% | 278 |
|
|
2017
Q2 | $173K | Sell |
1,613
-44
| -3% | -$4.72K | 0.02% | 286 |
|
|
2017
Q1 | $181K | Sell |
1,657
-49
| -3% | -$5.35K | 0.02% | 268 |
|
|
2016
Q4 | $176K | Hold |
1,706
| – | – | 0.03% | 261 |
|
|
2016
Q3 | $163K | Sell |
1,706
-400
| -19% | -$38.2K | 0.02% | 263 |
|
|
2016
Q2 | $239K | Buy |
2,106
+50
| +2% | +$5.67K | 0.04% | 211 |
|
|
2016
Q1 | $189K | Buy |
2,056
+764
| +59% | +$70.2K | 0.04% | 229 |
|
|
2015
Q4 | $115K | Hold |
1,292
| – | – | 0.02% | 276 |
|
|
2015
Q3 | $121K | Buy |
1,292
+102
| +9% | +$9.55K | 0.03% | 256 |
|
|
2015
Q2 | $106K | Hold |
1,190
| – | – | 0.02% | 255 |
|
|
2015
Q1 | $120K | Hold |
1,190
| – | – | 0.05% | 182 |
|
|
2014
Q4 | $126K | Sell |
1,190
-79
| -6% | -$8.37K | 0.08% | 148 |
|
|
2014
Q3 | $122K | Buy |
1,269
+79
| +7% | +$7.6K | 0.04% | 192 |
|
|
2014
Q2 | $116K | Hold |
1,190
| – | – | 0.03% | 216 |
|
|
2014
Q1 | $124K | Sell |
1,190
-102
| -8% | -$10.6K | 0.04% | 195 |
|
|
2013
Q4 | $125K | Sell |
1,292
-310
| -19% | -$30K | 0.04% | 185 |
|
|
2013
Q3 | $148K | Hold |
1,602
| – | – | 0.06% | 162 |
|
|
2013
Q2 | $143K | Buy |
+1,602
| New | +$143K | 0.07% | 129 |
|