FDx Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,452
| Closed | -$271K | – | 481 |
|
|
2023
Q4 | $271K | Sell |
1,452
-100
| -6% | -$18.7K | 0.02% | 551 |
|
|
2023
Q3 | $311K | Sell |
1,552
-21
| -1% | -$4.21K | 0.03% | 463 |
|
|
2023
Q2 | $393K | Sell |
1,573
-100
| -6% | -$25K | 0.02% | 514 |
|
|
2023
Q1 | $387K | Hold |
1,673
| – | – | 0.02% | 478 |
|
|
2022
Q4 | $387K | Sell |
1,673
-152
| -8% | -$35.2K | 0.02% | 478 |
|
|
2022
Q3 | $402K | Sell |
1,825
-434
| -19% | -$95.6K | 0.02% | 461 |
|
|
2022
Q2 | $486K | Buy |
2,259
+498
| +28% | +$107K | 0.02% | 486 |
|
|
2022
Q1 | $381K | Sell |
1,761
-176
| -9% | -$38.1K | 0.01% | 582 |
|
|
2021
Q4 | $375K | Buy |
1,937
+345
| +22% | +$66.8K | 0.01% | 624 |
|
|
2021
Q3 | $269K | Buy |
1,592
+46
| +3% | +$7.77K | 0.01% | 703 |
|
|
2021
Q2 | $269K | Buy |
+1,546
| New | +$269K | 0.01% | 694 |
|
|
2016
Q3 | – | Sell |
-3,460
| Closed | -$393K | – | 921 |
|
|
2016
Q2 | $393K | Sell |
3,460
-1,561
| -31% | -$177K | 0.02% | 667 |
|
|
2016
Q1 | $462K | Buy |
5,021
+944
| +23% | +$86.9K | 0.02% | 599 |
|
|
2015
Q4 | $364K | Buy |
4,077
+878
| +27% | +$78.4K | 0.02% | 658 |
|
|
2015
Q3 | $294K | Buy |
3,199
+396
| +14% | +$36.4K | 0.03% | 626 |
|
|
2015
Q2 | $249K | Buy |
2,803
+403
| +17% | +$35.8K | 0.01% | 818 |
|
|
2015
Q1 | $238K | Buy |
+2,400
| New | +$238K | 0.01% | 1346 |
|
|
2014
Q2 | – | Sell |
-3,917
| Closed | -$409K | – | 983 |
|
|
2014
Q1 | $409K | Buy |
3,917
+851
| +28% | +$88.9K | 0.03% | 500 |
|
|
2013
Q4 | $298K | Buy |
3,066
+44
| +1% | +$4.28K | 0.03% | 529 |
|
|
2013
Q3 | $280K | Buy |
3,022
+500
| +20% | +$46.3K | 0.03% | 463 |
|
|
2013
Q2 | $225K | Buy |
+2,522
| New | +$225K | 0.03% | 455 |
|