Gradient Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-251
| Closed | -$46.2K | – | 759 |
|
|
2024
Q2 | $46.2K | Buy |
251
+105
| +72% | +$19.3K | ﹤0.01% | 508 |
|
|
2024
Q1 | $28.4K | Hold |
146
| – | – | ﹤0.01% | 487 |
|
|
2023
Q4 | $27.2K | Hold |
146
| – | – | ﹤0.01% | 655 |
|
|
2023
Q3 | $29.2K | Buy |
146
+36
| +33% | +$7.2K | ﹤0.01% | 604 |
|
|
2023
Q2 | $27.5K | Buy |
110
+5
| +5% | +$1.25K | ﹤0.01% | 629 |
|
|
2023
Q1 | $26.7K | Hold |
105
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $24.3K | Hold |
105
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $23K | Hold |
105
| – | – | ﹤0.01% | 640 |
|
|
2022
Q2 | $23K | Hold |
105
| – | – | ﹤0.01% | 620 |
|
|
2022
Q1 | $23K | Hold |
105
| – | – | ﹤0.01% | 618 |
|
|
2021
Q4 | $20K | Buy |
105
+90
| +600% | +$17.1K | ﹤0.01% | 657 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 955 |
|
|
2021
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 947 |
|
|
2021
Q1 | $2K | Sell |
15
-7
| -32% | -$933 | ﹤0.01% | 1005 |
|
|
2020
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 885 |
|
|
2020
Q3 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 891 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 1107 |
|
|
2020
Q1 | $0 | Sell |
1
-103
| -99% | – | ﹤0.01% | 1148 |
|
|
2019
Q4 | $15K | Buy |
+104
| New | +$15K | ﹤0.01% | 612 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$13K | – | 1158 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 594 |
|
|
2019
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 535 |
|
|
2018
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 560 |
|
|
2018
Q3 | – | Sell |
-110
| Closed | -$10K | – | 1014 |
|
|
2018
Q2 | $10K | Buy |
+110
| New | +$10K | ﹤0.01% | 607 |
|
|
2018
Q1 | – | Sell |
-2
| Closed | – | – | 1078 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1043 |
|
|
2017
Q3 | – | Sell |
-2
| Closed | – | – | 442 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 848 |
|
|
2015
Q4 | – | Sell |
-10
| Closed | -$1K | – | 708 |
|
|
2015
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 542 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$40K | – | 670 |
|
|
2015
Q1 | $40K | Buy |
+400
| New | +$40K | 0.01% | 266 |
|