Homestead Advisers’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-785
| Closed | -$153K | – | 113 |
|
2024
Q1 | $153K | Hold |
785
| – | – | ﹤0.01% | 107 |
|
2023
Q4 | $146K | Hold |
785
| – | – | ﹤0.01% | 108 |
|
2023
Q3 | $157K | Hold |
785
| – | – | ﹤0.01% | 102 |
|
2023
Q2 | $196K | Hold |
785
| – | – | 0.01% | 100 |
|
2023
Q1 | $200K | Buy |
785
+98
| +14% | +$24.9K | 0.01% | 104 |
|
2022
Q4 | $159K | Buy |
687
+24
| +4% | +$5.56K | ﹤0.01% | 100 |
|
2022
Q3 | $146K | Buy |
663
+16
| +2% | +$3.52K | ﹤0.01% | 107 |
|
2022
Q2 | $139K | Buy |
647
+127
| +24% | +$27.3K | ﹤0.01% | 107 |
|
2022
Q1 | $113K | Buy |
520
+71
| +16% | +$15.4K | ﹤0.01% | 111 |
|
2021
Q4 | $87K | Buy |
449
+107
| +31% | +$20.7K | ﹤0.01% | 117 |
|
2021
Q3 | $58K | Buy |
342
+124
| +57% | +$21K | ﹤0.01% | 121 |
|
2021
Q2 | $38K | Buy |
+218
| New | +$38K | ﹤0.01% | 123 |
|