Financial Architects (New Jersey)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,239
| Closed | -$268K | – | 117 |
|
|
2022
Q1 | $268K | Buy |
+1,239
| New | +$268K | 0.04% | 284 |
|
|
2020
Q3 | – | Sell |
-743
| Closed | -$96K | – | 473 |
|
|
2020
Q2 | $96K | Buy |
743
+1
| +0.1% | +$129 | 0.02% | 327 |
|
|
2020
Q1 | $98K | Buy |
742
+1
| +0.1% | +$132 | 0.03% | 305 |
|
|
2019
Q4 | $109K | Hold |
741
| – | – | 0.02% | 319 |
|
|
2019
Q3 | $115K | Buy |
741
+1
| +0.1% | +$155 | 0.03% | 309 |
|
|
2019
Q2 | $99K | Sell |
740
-182
| -20% | -$24.3K | 0.02% | 337 |
|
|
2019
Q1 | $106K | Buy |
922
+1
| +0.1% | +$115 | 0.02% | 401 |
|
|
2018
Q4 | $99K | Buy |
921
+1
| +0.1% | +$107 | 0.02% | 373 |
|
|
2018
Q3 | $94K | Buy |
920
+1
| +0.1% | +$102 | 0.02% | 421 |
|
|
2018
Q2 | $86K | Buy |
919
+1
| +0.1% | +$94 | 0.02% | 432 |
|
|
2018
Q1 | $91K | Sell |
918
-419
| -31% | -$41.5K | 0.02% | 428 |
|
|
2017
Q4 | $152K | Buy |
1,337
+3
| +0.2% | +$341 | 0.03% | 345 |
|
|
2017
Q3 | $146K | Buy |
1,334
+3
| +0.2% | +$328 | 0.03% | 379 |
|
|
2017
Q2 | $143K | Sell |
1,331
-97
| -7% | -$10.4K | 0.03% | 358 |
|
|
2017
Q1 | $156K | Sell |
1,428
-124
| -8% | -$13.5K | 0.03% | 327 |
|
|
2016
Q4 | $161K | Buy |
1,552
+3
| +0.2% | +$311 | 0.04% | 286 |
|
|
2016
Q3 | $148K | Buy |
1,549
+636
| +70% | +$60.8K | 0.04% | 310 |
|
|
2016
Q2 | $104K | Hold |
913
| – | – | 0.03% | 364 |
|
|
2016
Q1 | $84K | Buy |
+913
| New | +$84K | 0.03% | 308 |
|
|
2015
Q3 | – | Sell |
-919
| Closed | -$82K | – | 506 |
|
|
2015
Q2 | $82K | Buy |
919
+9
| +1% | +$803 | 0.03% | 335 |
|
|
2015
Q1 | $92K | Buy |
910
+1
| +0.1% | +$101 | 0.04% | 297 |
|
|
2014
Q4 | $95K | Hold |
909
| – | – | 0.04% | 256 |
|
|
2014
Q3 | $87K | Buy |
909
+1
| +0.1% | +$96 | 0.04% | 244 |
|
|
2014
Q2 | $88K | Buy |
+908
| New | +$88K | 0.04% | 244 |
|
|
2013
Q4 | – | Sell |
-947
| Closed | -$88K | – | 336 |
|
|
2013
Q3 | $88K | Buy |
947
+41
| +5% | +$3.81K | 0.06% | 190 |
|
|
2013
Q2 | $80K | Buy |
+906
| New | +$80K | 0.06% | 186 |
|