Copeland Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15
| Closed | -$2.8K | – | 277 |
|
|
2023
Q4 | $2.8K | Hold |
15
| – | – | ﹤0.01% | 256 |
|
|
2023
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 250 |
|
|
2023
Q2 | $3.75K | Hold |
15
| – | – | ﹤0.01% | 251 |
|
|
2023
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 231 |
|
|
2022
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 245 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 229 |
|
|
2022
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 246 |
|
|
2021
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 248 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 240 |
|
|
2021
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 235 |
|
|
2021
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 265 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 259 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 234 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 225 |
|
|
2020
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 219 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 249 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 241 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 243 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 231 |
|
|
2018
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 236 |
|