Financial Consulate’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,143
Closed -$291K 74
2023
Q1
$291K Sell
1,143
-403
-26% -$103K 0.1% 99
2022
Q4
$358K Buy
1,546
+1
+0.1% +$232 0.13% 96
2022
Q3
$341K Buy
1,545
+1
+0.1% +$221 0.14% 80
2022
Q2
$332K Buy
1,544
+2
+0.1% +$430 0.16% 87
2022
Q1
$334K Buy
1,542
+3
+0.2% +$650 0.13% 92
2021
Q4
$298K Buy
1,539
+3
+0.2% +$581 0.1% 107
2021
Q3
$260K Buy
1,536
+3
+0.2% +$508 0.09% 109
2021
Q2
$267K Buy
1,533
+4
+0.3% +$697 0.1% 104
2021
Q1
$242K Buy
1,529
+3
+0.2% +$475 0.1% 100
2020
Q4
$232K Buy
1,526
+4
+0.3% +$608 0.1% 94
2020
Q3
$218K Buy
+1,522
New +$218K 0.1% 90
2020
Q1
Sell
-1,411
Closed -$207K 101
2019
Q4
$207K Buy
1,411
+4
+0.3% +$587 0.09% 102
2019
Q3
$218K Buy
+1,407
New +$218K 0.09% 94