Hudson Valley Investment 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 |
-1,164
| Closed | -$223K | – | 182 |
|
|
2024
Q3 | $223K | Hold |
1,164
| – | – | 0.02% | 156 |
|
|
2024
Q2 | $223K | Hold |
1,164
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $226K | Hold |
1,164
| – | – | 0.03% | 164 |
|
|
2023
Q4 | $223K | Sell |
1,164
-6
| -0.5% | -$1.15K | 0.03% | 165 |
|
|
2023
Q3 | $234K | Hold |
1,170
| – | – | 0.03% | 166 |
|
|
2023
Q2 | $292K | Hold |
1,170
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $298K | Hold |
1,170
| – | – | 0.04% | 181 |
|
|
2022
Q4 | $271K | Hold |
1,170
| – | – | 0.04% | 192 |
|
|
2022
Q3 | $258K | Hold |
1,170
| – | – | 0.04% | 186 |
|
|
2022
Q2 | $252K | Buy |
1,170
+6
| +0.5% | +$1.29K | 0.04% | 178 |
|
|
2022
Q1 | $252K | Hold |
1,164
| – | – | 0.03% | 187 |
|
|
2021
Q4 | $225K | Buy |
+1,164
| New | +$225K | 0.04% | 170 |
|
|
2021
Q3 | – | Sell |
-1,164
| Closed | -$203K | – | 189 |
|
|
2021
Q2 | $203K | Buy |
+1,164
| New | +$203K | 0.04% | 166 |
|