Girard Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $256K | Buy |
1,394
+104
| +8% | +$19.1K | 0.02% | 237 |
|
|
2024
Q1 | $251K | Sell |
1,290
-40
| -3% | -$7.78K | 0.02% | 241 |
|
|
2023
Q4 | $248K | Buy |
1,330
+8
| +0.6% | +$1.49K | 0.03% | 228 |
|
|
2023
Q3 | $265K | Sell |
1,322
-74
| -5% | -$14.8K | 0.03% | 212 |
|
|
2023
Q2 | $349K | Hold |
1,396
| – | – | 0.04% | 198 |
|
|
2023
Q1 | $355K | Sell |
1,396
-101
| -7% | -$25.7K | 0.04% | 198 |
|
|
2022
Q4 | $347K | Sell |
1,497
-46
| -3% | -$10.7K | 0.04% | 209 |
|
|
2022
Q3 | $340K | Buy |
+1,543
| New | +$340K | 0.05% | 192 |
|
|
2022
Q2 | – | Sell |
-980
| Closed | -$212K | – | 225 |
|
|
2022
Q1 | $212K | Buy |
+980
| New | +$212K | 0.02% | 220 |
|
|
2019
Q4 | – | Sell |
-1,715
| Closed | -$265K | – | 230 |
|
|
2019
Q3 | $265K | Sell |
1,715
-306
| -15% | -$47.3K | 0.05% | 191 |
|
|
2019
Q2 | $270K | Buy |
2,021
+2
| +0.1% | +$267 | 0.05% | 209 |
|
|
2019
Q1 | $231K | Sell |
2,019
-149
| -7% | -$17K | 0.04% | 224 |
|
|
2018
Q4 | $232K | Sell |
2,168
-480
| -18% | -$51.4K | 0.05% | 214 |
|
|
2018
Q3 | $270K | Sell |
2,648
-102
| -4% | -$10.4K | 0.05% | 211 |
|
|
2018
Q2 | $256K | Sell |
2,750
-1,237
| -31% | -$115K | 0.05% | 225 |
|
|
2018
Q1 | $395K | Sell |
3,987
-148
| -4% | -$14.7K | 0.09% | 168 |
|
|
2017
Q4 | $469K | Sell |
4,135
-42
| -1% | -$4.76K | 0.09% | 169 |
|
|
2017
Q3 | $456K | Buy |
4,177
+843
| +25% | +$92K | 0.09% | 163 |
|
|
2017
Q2 | $358K | Sell |
3,334
-850
| -20% | -$91.3K | 0.08% | 185 |
|
|
2017
Q1 | $457K | Buy |
4,184
+53
| +1% | +$5.79K | 0.11% | 157 |
|
|
2016
Q4 | $427K | Buy |
+4,131
| New | +$427K | 0.12% | 155 |
|
|
2014
Q2 | – | Sell |
-4,790
| Closed | -$500K | – | 139 |
|
|
2014
Q1 | $500K | Buy |
+4,790
| New | +$500K | 0.35% | 76 |
|