Fulton Breakefield Broenniman’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,552
| Closed | -$494K | – | 182 |
|
|
2021
Q4 | $494K | Sell |
2,552
-138
| -5% | -$26.7K | 0.04% | 130 |
|
|
2021
Q3 | $455K | Sell |
2,690
-325
| -11% | -$55K | 0.04% | 121 |
|
|
2021
Q2 | $525K | Hold |
3,015
| – | – | 0.04% | 108 |
|
|
2021
Q1 | $477K | Buy |
+3,015
| New | +$477K | 0.04% | 114 |
|
|
2020
Q4 | – | Sell |
-3,182
| Closed | -$456K | – | 153 |
|
|
2020
Q3 | $456K | Sell |
3,182
-52
| -2% | -$7.45K | 0.05% | 110 |
|
|
2020
Q2 | $419K | Sell |
3,234
-150
| -4% | -$19.4K | 0.05% | 118 |
|
|
2020
Q1 | $448K | Sell |
3,384
-584
| -15% | -$77.3K | 0.07% | 100 |
|
|
2019
Q4 | $583K | Buy |
3,968
+384
| +11% | +$56.4K | 0.07% | 104 |
|
|
2019
Q3 | $555K | Buy |
+3,584
| New | +$555K | 0.07% | 102 |
|