Heritage Way Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $3.91M | Sell |
20,186
-445
| -2% | -$86.1K | 1.46% | 20 |
|
2021
Q3 | $3.49M | Sell |
20,631
-22
| -0.1% | -$3.72K | 1.45% | 22 |
|
2021
Q2 | $3.6M | Sell |
20,653
-402
| -2% | -$70K | 1.48% | 22 |
|
2021
Q1 | $3.33M | Sell |
21,055
-93
| -0.4% | -$14.7K | 1.46% | 23 |
|
2020
Q4 | $3.22M | Sell |
21,148
-234
| -1% | -$35.6K | 1.48% | 27 |
|
2020
Q3 | $3.07M | Buy |
21,382
+1,248
| +6% | +$179K | 1.61% | 18 |
|
2020
Q2 | $2.61M | Buy |
20,134
+1,625
| +9% | +$211K | 1.52% | 26 |
|
2020
Q1 | $2.45M | Sell |
18,509
-629
| -3% | -$83.3K | 1.76% | 16 |
|
2019
Q4 | $2.81M | Buy |
19,138
+173
| +0.9% | +$25.4K | 1.63% | 24 |
|
2019
Q3 | $2.94M | Buy |
18,965
+4
| +0% | +$620 | 1.86% | 14 |
|
2019
Q2 | $2.54M | Buy |
18,961
+124
| +0.7% | +$16.6K | 1.62% | 24 |
|
2019
Q1 | $2.16M | Buy |
18,837
+2,521
| +15% | +$289K | 1.45% | 38 |
|
2018
Q4 | $1.75M | Sell |
16,316
-2,906
| -15% | -$312K | 1.34% | 37 |
|
2018
Q3 | $1.96M | Buy |
19,222
+1,000
| +5% | +$102K | 1.36% | 39 |
|
2018
Q2 | $1.7M | Buy |
+18,222
| New | +$1.7M | 1.24% | 45 |
|