Eudaimonia Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,565
| Closed | -$713K | – | 292 |
|
2023
Q3 | $713K | Buy |
3,565
+172
| +5% | +$34.4K | 0.17% | 128 |
|
2023
Q2 | $847K | Sell |
3,393
-17
| -0.5% | -$4.25K | 0.19% | 125 |
|
2023
Q1 | $868K | Sell |
3,410
-672
| -16% | -$171K | 0.21% | 113 |
|
2022
Q4 | $945K | Sell |
4,082
-133
| -3% | -$30.8K | 0.23% | 111 |
|
2022
Q3 | $929K | Buy |
4,215
+2,022
| +92% | +$446K | 0.24% | 108 |
|
2022
Q2 | $472K | Buy |
2,193
+15
| +0.7% | +$3.23K | 0.09% | 226 |
|
2022
Q1 | $472K | Buy |
+2,178
| New | +$472K | 0.08% | 246 |
|
2021
Q3 | $243K | Hold |
1,434
| – | – | 0.04% | 337 |
|
2021
Q2 | $250K | Buy |
1,434
+223
| +18% | +$38.9K | 0.05% | 333 |
|
2021
Q1 | $192K | Hold |
1,211
| – | – | 0.04% | 336 |
|
2020
Q4 | $184K | Hold |
1,211
| – | – | 0.04% | 320 |
|
2020
Q3 | $174K | Buy |
1,211
+866
| +251% | +$124K | 0.04% | 304 |
|
2020
Q2 | $45K | Hold |
345
| – | – | 0.02% | 530 |
|
2020
Q1 | $46K | Hold |
345
| – | – | 0.02% | 477 |
|
2019
Q4 | $51K | Buy |
+345
| New | +$51K | 0.02% | 486 |
|