Essex Savings Bank’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 |
-2,380
| Closed | -$438K | – | 284 |
|
|
2024
Q2 | $438K | Buy |
2,380
+339
| +17% | +$62.3K | 0.12% | 154 |
|
|
2024
Q1 | $381K | Hold |
2,041
| – | – | 0.11% | 161 |
|
|
2023
Q4 | $381K | Buy |
2,041
+265
| +15% | +$49.4K | 0.11% | 160 |
|
|
2023
Q3 | $355K | Buy |
1,776
+10
| +0.6% | +$2K | 0.12% | 146 |
|
|
2023
Q2 | $441K | Hold |
1,766
| – | – | 0.15% | 133 |
|
|
2023
Q1 | $449K | Hold |
1,766
| – | – | 0.16% | 133 |
|
|
2022
Q4 | $409K | Hold |
1,766
| – | – | 0.14% | 141 |
|
|
2022
Q3 | $389K | Hold |
1,766
| – | – | 0.15% | 128 |
|
|
2022
Q2 | $380K | Hold |
1,766
| – | – | 0.15% | 137 |
|
|
2022
Q1 | $383K | Sell |
1,766
-14
| -0.8% | -$3.04K | 0.13% | 144 |
|
|
2021
Q4 | $344K | Sell |
1,780
-1
| -0.1% | -$193 | 0.12% | 158 |
|
|
2021
Q3 | $316K | Hold |
1,781
| – | – | 0.11% | 164 |
|
|
2021
Q2 | $308K | Hold |
1,781
| – | – | 0.12% | 160 |
|
|
2021
Q1 | $259K | Hold |
1,781
| – | – | 0.11% | 165 |
|
|
2020
Q4 | $271K | Hold |
1,781
| – | – | 0.12% | 159 |
|
|
2020
Q3 | $255K | Hold |
1,781
| – | – | 0.12% | 160 |
|
|
2020
Q2 | $231K | Hold |
1,781
| – | – | 0.14% | 149 |
|
|
2020
Q1 | $236K | Buy |
1,781
+9
| +0.5% | +$1.19K | 0.17% | 131 |
|
|
2019
Q4 | $260K | Hold |
1,772
| – | – | 0.13% | 149 |
|
|
2019
Q3 | $275K | Sell |
1,772
-1,460
| -45% | -$227K | 0.15% | 138 |
|
|
2019
Q2 | $237K | Buy |
3,232
+1,767
| +121% | +$130K | 0.08% | 207 |
|
|
2019
Q1 | $168K | Hold |
1,465
| – | – | 0.1% | 159 |
|
|
2018
Q4 | $157K | Buy |
+1,465
| New | +$157K | 0.1% | 159 |
|