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