Horan Capital Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,664
| Closed | -$319K | – | 118 |
|
|
2024
Q3 | $319K | Hold |
1,664
| – | – | 0.11% | 95 |
|
|
2024
Q2 | $306K | Hold |
1,664
| – | – | 0.11% | 94 |
|
|
2024
Q1 | $324K | Hold |
1,664
| – | – | 0.12% | 92 |
|
|
2023
Q4 | $310K | Sell |
1,664
-460
| -22% | -$85.8K | 0.11% | 90 |
|
|
2023
Q3 | $425K | Buy |
2,124
+1,124
| +112% | +$225K | 0.17% | 77 |
|
|
2023
Q2 | $250K | Hold |
1,000
| – | – | 0.1% | 95 |
|
|
2023
Q1 | $254K | Hold |
1,000
| – | – | 0.1% | 90 |
|
|
2022
Q4 | $232K | Hold |
1,000
| – | – | 0.1% | 89 |
|
|
2022
Q3 | $220K | Hold |
1,000
| – | – | 0.11% | 82 |
|
|
2022
Q2 | $215K | Hold |
1,000
| – | – | 0.1% | 86 |
|
|
2022
Q1 | $217K | Buy |
+1,000
| New | +$217K | 0.09% | 91 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$143K | – | 163 |
|
|
2020
Q3 | $143K | Buy |
+1,000
| New | +$143K | 0.08% | 96 |
|