Curbstone Financial Management Corp’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,850
| Closed | -$401K | – | 189 |
|
|
2022
Q1 | $401K | Buy |
+1,850
| New | +$401K | 0.07% | 200 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$218K | – | 165 |
|
|
2017
Q1 | $218K | Hold |
2,000
| – | – | 0.13% | 159 |
|
|
2016
Q4 | $207K | Buy |
+2,000
| New | +$207K | 0.13% | 158 |
|
|
2016
Q3 | – | Sell |
-4,000
| Closed | -$454K | – | 166 |
|
|
2016
Q2 | $454K | Buy |
+4,000
| New | +$454K | 0.15% | 146 |
|
|
2016
Q1 | – | Sell |
-5,000
| Closed | -$446K | – | 162 |
|
|
2015
Q4 | $446K | Buy |
5,000
+2,500
| +100% | +$223K | 0.15% | 139 |
|
|
2015
Q3 | $230K | Sell |
2,500
-1,116
| -31% | -$103K | 0.17% | 140 |
|
|
2015
Q2 | $321K | Buy |
+3,616
| New | +$321K | 0.21% | 122 |
|