DBIA
Dumont & Blake Investment Advisors’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,751
| Closed | -$379K | – | 202 |
|
|
2022
Q1 | $379K | Sell |
1,751
-270
| -13% | -$58.4K | 0.1% | 164 |
|
|
2021
Q4 | $391K | Sell |
2,021
-14
| -0.7% | -$2.71K | 0.1% | 151 |
|
|
2021
Q3 | $344K | Sell |
2,035
-31
| -2% | -$5.24K | 0.1% | 151 |
|
|
2021
Q2 | $360K | Buy |
2,066
+40
| +2% | +$6.97K | 0.1% | 154 |
|
|
2021
Q1 | $320K | Buy |
2,026
+51
| +3% | +$8.06K | 0.1% | 157 |
|
|
2020
Q4 | $301K | Buy |
1,975
+35
| +2% | +$5.33K | 0.1% | 153 |
|
|
2020
Q3 | $278K | Buy |
1,940
+20
| +1% | +$2.87K | 0.11% | 149 |
|
|
2020
Q2 | $249K | Buy |
+1,920
| New | +$249K | 0.1% | 148 |
|
|
2020
Q1 | – | Sell |
-1,410
| Closed | -$207K | – | 168 |
|
|
2019
Q4 | $207K | Hold |
1,410
| – | – | 0.08% | 164 |
|
|
2019
Q3 | $219K | Buy |
+1,410
| New | +$219K | 0.09% | 158 |
|