Dowling & Yahnke’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $647K | Buy |
2,937
+35
| +1% | +$7.71K | 0.03% | 256 |
|
|
2022
Q2 | $624K | Sell |
2,902
-500
| -15% | -$108K | 0.03% | 258 |
|
|
2022
Q1 | $737K | Hold |
3,402
| – | – | 0.03% | 247 |
|
|
2021
Q4 | $658K | Sell |
3,402
-35
| -1% | -$6.77K | 0.03% | 252 |
|
|
2021
Q3 | $582K | Buy |
3,437
+2,000
| +139% | +$339K | 0.03% | 256 |
|
|
2021
Q2 | $250K | Hold |
1,437
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $227K | Hold |
1,437
| – | – | 0.02% | 315 |
|
|
2020
Q4 | $219K | Buy |
+1,437
| New | +$219K | 0.02% | 304 |
|
|
2020
Q1 | – | Sell |
-1,390
| Closed | -$204K | – | 323 |
|
|
2019
Q4 | $204K | Sell |
1,390
-15
| -1% | -$2.2K | 0.02% | 295 |
|
|
2019
Q3 | $218K | Buy |
+1,405
| New | +$218K | 0.02% | 290 |
|
|
2017
Q2 | – | Sell |
-2,017
| Closed | -$220K | – | 281 |
|
|
2017
Q1 | $220K | Buy |
+2,017
| New | +$220K | 0.02% | 262 |
|