IEQ Capital’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 |
-3,611
| Closed | -$693K | – | 1376 |
|
|
2024
Q3 | $693K | Sell |
3,611
-942
| -21% | -$181K | 0.01% | 652 |
|
|
2024
Q2 | $837K | Sell |
4,553
-475
| -9% | -$87.3K | 0.01% | 519 |
|
|
2024
Q1 | $978K | Buy |
5,028
+92
| +2% | +$17.9K | 0.01% | 466 |
|
|
2023
Q4 | $920K | Buy |
4,936
+23
| +0.5% | +$4.29K | 0.02% | 443 |
|
|
2023
Q3 | $983K | Sell |
4,913
-1,288
| -21% | -$258K | 0.02% | 406 |
|
|
2023
Q2 | $1.55M | Buy |
6,201
+287
| +5% | +$71.7K | 0.03% | 308 |
|
|
2023
Q1 | $1.5M | Buy |
5,914
+1,152
| +24% | +$293K | 0.03% | 299 |
|
|
2022
Q4 | $1.1M | Buy |
4,762
+62
| +1% | +$14.4K | 0.03% | 347 |
|
|
2022
Q3 | $1.04M | Buy |
4,700
+1,123
| +31% | +$248K | 0.03% | 359 |
|
|
2022
Q2 | $770K | Buy |
3,577
+630
| +21% | +$136K | 0.02% | 363 |
|
|
2022
Q1 | $638K | Buy |
2,947
+565
| +24% | +$122K | 0.02% | 439 |
|
|
2021
Q4 | $461K | Buy |
2,382
+116
| +5% | +$22.5K | 0.01% | 480 |
|
|
2021
Q3 | $384K | Buy |
2,266
+461
| +26% | +$78.1K | 0.01% | 502 |
|
|
2021
Q2 | $314K | Buy |
1,805
+527
| +41% | +$91.7K | 0.01% | 448 |
|
|
2021
Q1 | $202K | Buy |
+1,278
| New | +$202K | 0.01% | 465 |
|