Domani Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $748K | Sell |
2,939
-121
| -4% | -$30.8K | 0.17% | 60 |
|
|
2022
Q4 | $709K | Sell |
3,060
-445
| -13% | -$103K | 0.18% | 61 |
|
|
2022
Q3 | $773K | Buy |
3,505
+1
| +0% | +$221 | 0.23% | 47 |
|
|
2022
Q2 | $754K | Sell |
3,504
-150
| -4% | -$32.3K | 0.21% | 52 |
|
|
2022
Q1 | $792K | Hold |
3,654
| – | – | 0.17% | 58 |
|
|
2021
Q4 | $707K | Sell |
3,654
-550
| -13% | -$106K | 0.14% | 60 |
|
|
2021
Q3 | $712K | Hold |
4,204
| – | – | 0.15% | 54 |
|
|
2021
Q2 | $732K | Sell |
4,204
-800
| -16% | -$139K | 0.15% | 54 |
|
|
2021
Q1 | $791K | Sell |
5,004
-22
| -0.4% | -$3.48K | 0.15% | 51 |
|
|
2020
Q4 | $766K | Sell |
5,026
-183
| -4% | -$27.9K | 0.16% | 52 |
|
|
2020
Q3 | $747K | Sell |
5,209
-21
| -0.4% | -$3.01K | 0.16% | 54 |
|
|
2020
Q2 | $678K | Sell |
5,230
-451
| -8% | -$58.5K | 0.16% | 60 |
|
|
2020
Q1 | $753K | Buy |
5,681
+53
| +0.9% | +$7.03K | 0.2% | 53 |
|
|
2019
Q4 | $827K | Buy |
5,628
+3
| +0.1% | +$441 | 0.27% | 41 |
|
|
2019
Q3 | $872K | Buy |
5,625
+103
| +2% | +$16K | 0.32% | 38 |
|
|
2019
Q2 | $740K | Buy |
5,522
+3
| +0.1% | +$402 | 0.28% | 43 |
|
|
2019
Q1 | $634K | Buy |
5,519
+4
| +0.1% | +$460 | 0.26% | 48 |
|
|
2018
Q4 | $591K | Sell |
5,515
-1,141
| -17% | -$122K | 0.28% | 46 |
|
|
2018
Q3 | $679K | Buy |
6,656
+4
| +0.1% | +$408 | 0.29% | 41 |
|
|
2018
Q2 | $619K | Buy |
6,652
+551
| +9% | +$51.3K | 0.28% | 44 |
|
|
2018
Q1 | $604K | Hold |
6,101
| – | – | 0.26% | 46 |
|
|
2017
Q4 | $693K | Sell |
6,101
-356
| -6% | -$40.4K | 0.3% | 44 |
|
|
2017
Q3 | $705K | Hold |
6,457
| – | – | 0.3% | 45 |
|
|
2017
Q2 | $693K | Hold |
6,457
| – | – | 0.29% | 50 |
|
|
2017
Q1 | $705K | Sell |
6,457
-2,587
| -29% | -$282K | 0.29% | 52 |
|
|
2016
Q4 | $935K | Hold |
9,044
| – | – | 0.38% | 45 |
|
|
2016
Q3 | $865K | Buy |
9,044
+3,240
| +56% | +$310K | 0.33% | 48 |
|
|
2016
Q2 | $659K | Sell |
5,804
-522
| -8% | -$59.3K | 0.26% | 58 |
|
|
2016
Q1 | $583K | Buy |
6,326
+4
| +0.1% | +$369 | 0.22% | 70 |
|
|
2015
Q4 | $564K | Buy |
+6,322
| New | +$564K | 0.22% | 68 |
|