Glassman Wealth Services’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 |
-309
| Closed | -$57.6K | – | 930 |
|
|
2023
Q4 | $57.6K | Buy |
309
+4
| +1% | +$746 | 0.01% | 420 |
|
|
2023
Q3 | $61K | Buy |
305
+89
| +41% | +$17.8K | 0.01% | 374 |
|
|
2023
Q2 | $53.9K | Buy |
216
+7
| +3% | +$1.75K | 0.01% | 393 |
|
|
2023
Q1 | $53.2K | Sell |
209
-95
| -31% | -$24.2K | 0.01% | 398 |
|
|
2022
Q4 | $70.4K | Buy |
304
+15
| +5% | +$3.47K | 0.01% | 334 |
|
|
2022
Q3 | $64K | Buy |
289
+14
| +5% | +$3.1K | 0.01% | 333 |
|
|
2022
Q2 | $59K | Buy |
275
+29
| +12% | +$6.22K | 0.01% | 353 |
|
|
2022
Q1 | $53K | Buy |
246
+123
| +100% | +$26.5K | 0.01% | 386 |
|
|
2021
Q4 | $24K | Sell |
123
-94
| -43% | -$18.3K | ﹤0.01% | 561 |
|
|
2021
Q3 | $37K | Buy |
217
+7
| +3% | +$1.19K | 0.01% | 423 |
|
|
2021
Q2 | $37K | Buy |
210
+113
| +116% | +$19.9K | 0.01% | 410 |
|
|
2021
Q1 | $15K | Buy |
97
+14
| +17% | +$2.17K | ﹤0.01% | 601 |
|
|
2020
Q4 | $13K | Hold |
83
| – | – | ﹤0.01% | 643 |
|
|
2020
Q3 | $12K | Hold |
83
| – | – | ﹤0.01% | 568 |
|
|
2020
Q2 | $11K | Sell |
83
-6
| -7% | -$795 | ﹤0.01% | 474 |
|
|
2020
Q1 | $12K | Sell |
89
-9
| -9% | -$1.21K | ﹤0.01% | 410 |
|
|
2019
Q4 | $14K | Hold |
98
| – | – | 0.01% | 436 |
|
|
2019
Q3 | $15K | Buy |
98
+8
| +9% | +$1.22K | 0.01% | 394 |
|
|
2019
Q2 | $12K | Buy |
90
+3
| +3% | +$400 | ﹤0.01% | 434 |
|
|
2019
Q1 | $10K | Buy |
87
+12
| +16% | +$1.38K | ﹤0.01% | 446 |
|
|
2018
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 387 |
|
|
2018
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 417 |
|
|
2018
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 404 |
|
|
2018
Q1 | $7K | Sell |
75
-38
| -34% | -$3.55K | ﹤0.01% | 385 |
|
|
2017
Q4 | $13K | Buy |
113
+35
| +45% | +$4.03K | 0.01% | 302 |
|
|
2017
Q3 | $9K | Hold |
78
| – | – | 0.01% | 309 |
|
|
2017
Q2 | $8K | Sell |
78
-197
| -72% | -$20.2K | 0.01% | 318 |
|
|
2017
Q1 | $30K | Hold |
275
| – | – | 0.02% | 211 |
|
|
2016
Q4 | $28K | Buy |
275
+200
| +267% | +$20.4K | 0.02% | 222 |
|
|
2016
Q3 | $7K | Sell |
75
-200
| -73% | -$18.7K | 0.01% | 331 |
|
|
2016
Q2 | $31K | Sell |
275
-250
| -48% | -$28.2K | 0.03% | 174 |
|
|
2016
Q1 | $48K | Hold |
525
| – | – | 0.04% | 140 |
|
|
2015
Q4 | $47K | Sell |
525
-250
| -32% | -$22.4K | 0.04% | 145 |
|
|
2015
Q3 | $71K | Hold |
775
| – | – | 0.06% | 121 |
|
|
2015
Q2 | $69K | Hold |
775
| – | – | 0.06% | 127 |
|
|
2015
Q1 | $78K | Hold |
775
| – | – | 0.06% | 121 |
|
|
2014
Q4 | $81K | Buy |
+775
| New | +$81K | 0.06% | 127 |
|