Empirical Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,088
| Closed | -$200K | – | 582 |
|
|
2024
Q2 | $200K | Sell |
1,088
-482
| -31% | -$88.6K | 0.01% | 537 |
|
|
2024
Q1 | $305K | Sell |
1,570
-381
| -20% | -$74.1K | 0.01% | 436 |
|
|
2023
Q4 | $364K | Sell |
1,951
-209
| -10% | -$39K | 0.01% | 367 |
|
|
2023
Q3 | $432K | Sell |
2,160
-7
| -0.3% | -$1.4K | 0.02% | 322 |
|
|
2023
Q2 | $541K | Sell |
2,167
-711
| -25% | -$178K | 0.02% | 292 |
|
|
2023
Q1 | $732K | Sell |
2,878
-814
| -22% | -$207K | 0.03% | 267 |
|
|
2022
Q4 | $855K | Sell |
3,692
-1,743
| -32% | -$404K | 0.04% | 229 |
|
|
2022
Q3 | $1.2M | Buy |
5,435
+1,532
| +39% | +$338K | 0.06% | 180 |
|
|
2022
Q2 | $840K | Sell |
3,903
-5,504
| -59% | -$1.18M | 0.04% | 224 |
|
|
2022
Q1 | $2.04M | Buy |
9,407
+4,001
| +74% | +$867K | 0.1% | 134 |
|
|
2021
Q4 | $1.05M | Buy |
5,406
+2,670
| +98% | +$517K | 0.05% | 210 |
|
|
2021
Q3 | $463K | Sell |
2,736
-40
| -1% | -$6.77K | 0.03% | 313 |
|
|
2021
Q2 | $484K | Sell |
2,776
-609
| -18% | -$106K | 0.03% | 304 |
|
|
2021
Q1 | $535K | Sell |
3,385
-2,422
| -42% | -$383K | 0.04% | 240 |
|
|
2020
Q4 | $885K | Sell |
5,807
-254
| -4% | -$38.7K | 0.07% | 165 |
|
|
2020
Q3 | $869K | Buy |
6,061
+1,485
| +32% | +$213K | 0.07% | 151 |
|
|
2020
Q2 | $593K | Buy |
4,576
+1,702
| +59% | +$221K | 0.06% | 178 |
|
|
2020
Q1 | $381K | Buy |
2,874
+1,415
| +97% | +$188K | 0.04% | 219 |
|
|
2019
Q4 | $214K | Sell |
1,459
-775
| -35% | -$114K | 0.02% | 300 |
|
|
2019
Q3 | $346K | Buy |
+2,234
| New | +$346K | 0.04% | 208 |
|