Center for Financial Planning’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-264
| Closed | -$48.5K | – | 594 |
|
|
2024
Q2 | $48.5K | Sell |
264
-78
| -23% | -$14.3K | 0.01% | 235 |
|
|
2024
Q1 | $66.5K | Buy |
342
+78
| +30% | +$15.2K | 0.01% | 210 |
|
|
2023
Q4 | $49.2K | Hold |
264
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $52.8K | Buy |
+264
| New | +$52.8K | 0.01% | 211 |
|
|
2022
Q4 | – | Sell |
-264
| Closed | -$58K | – | 597 |
|
|
2022
Q3 | $58K | Hold |
264
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $57K | Hold |
264
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $57K | Hold |
264
| – | – | 0.01% | 217 |
|
|
2021
Q4 | $51K | Hold |
264
| – | – | 0.01% | 225 |
|
|
2021
Q3 | $45K | Hold |
264
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $46K | Hold |
264
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $42K | Hold |
264
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $40K | Sell |
264
-70
| -21% | -$10.6K | 0.01% | 219 |
|
|
2020
Q3 | $48K | Buy |
334
+70
| +27% | +$10.1K | 0.02% | 188 |
|
|
2020
Q2 | $34K | Hold |
264
| – | – | 0.01% | 214 |
|
|
2020
Q1 | $35K | Hold |
264
| – | – | 0.01% | 207 |
|
|
2019
Q4 | $39K | Buy |
+264
| New | +$39K | 0.01% | 208 |
|