Cutler Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$4K | – | 4323 |
|
|
2022
Q4 | $4K | Buy |
+20
| New | +$4.61K | ﹤0.01% | 3308 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$22.4K | – | 5280 |
|
|
2022
Q2 | $21K | Buy |
+100
| New | +$21.8K | ﹤0.01% | 2631 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6064 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5227 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5067 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4772 |
|
|
2020
Q1 | – | Sell |
-31,000
| Closed | -$4.57M | – | 4441 |
|
|
2019
Q4 | $4.56M | Buy |
31,000
+9,565
| +45% | +$1.42M | 0.37% | 54 |
|
|
2019
Q3 | $3.32M | Buy |
+21,435
| New | +$3.24M | 0.4% | 44 |
|
|
2019
Q2 | – | Sell |
-1,100
| Closed | -$126K | – | 4663 |
|
|
2019
Q1 | $126K | Buy |
+1,100
| New | +$120K | 0.02% | 881 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 4902 |
|
|
2017
Q4 | – | Sell |
-1,919
| Closed | -$211K | – | 5434 |
|
|
2017
Q3 | $209K | Sell |
1,919
-1,148
| -37% | -$122K | 0.01% | 1146 |
|
|
2017
Q2 | $329K | Buy |
3,067
+1,157
| +61% | +$128K | 0.02% | 942 |
|
|
2017
Q1 | $208K | Buy |
1,910
+555
| +41% | +$59.5K | 0.01% | 1159 |
|
|
2016
Q4 | $140K | Sell |
1,355
-1,545
| -53% | -$153K | 0.01% | 1598 |
|
|
2016
Q3 | $277K | Buy |
2,900
+1,900
| +190% | +$201K | 0.02% | 969 |
|
|
2016
Q2 | $113K | Buy |
+1,000
| New | +$93.6K | 0.01% | 1577 |
|
|
2016
Q1 | – | Sell |
-9,160
| Closed | -$817K | – | 6906 |
|
|
2015
Q4 | $817K | Buy |
+9,160
| New | +$822K | 0.07% | 407 |
|
Other funds holding HSY
