Institutional & Family Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.19K | Hold |
50
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $9.73K | Hold |
50
| – | – | ﹤0.01% | 413 |
|
|
2023
Q4 | $9.32K | Sell |
50
-50
| -50% | -$9.32K | ﹤0.01% | 400 |
|
|
2023
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
|
2023
Q2 | $25K | Buy |
+100
| New | +$25K | ﹤0.01% | 289 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1.16K | – | 738 |
|
|
2022
Q4 | $1.16K | Buy |
+5
| New | +$1.16K | ﹤0.01% | 595 |
|
|
2018
Q4 | – | Sell |
-1,690
| Closed | -$172K | – | 847 |
|
|
2018
Q3 | $172K | Hold |
1,690
| – | – | 0.03% | 204 |
|
|
2018
Q2 | $157K | Sell |
1,690
-31,785
| -95% | -$2.95M | 0.03% | 208 |
|
|
2018
Q1 | $3.31M | Sell |
33,475
-4,693
| -12% | -$464K | 0.7% | 55 |
|
|
2017
Q4 | $4.33M | Buy |
38,168
+3,331
| +10% | +$378K | 0.83% | 48 |
|
|
2017
Q3 | $3.8M | Sell |
34,837
-456
| -1% | -$49.8K | 0.76% | 44 |
|
|
2017
Q2 | $3.79M | Buy |
35,293
+684
| +2% | +$73.4K | 0.93% | 36 |
|
|
2017
Q1 | $3.78M | Sell |
34,609
-744
| -2% | -$81.3K | 1.18% | 33 |
|
|
2016
Q4 | $3.66M | Buy |
35,353
+553
| +2% | +$57.2K | 1.15% | 39 |
|
|
2016
Q3 | $3.33M | Buy |
34,800
+1,192
| +4% | +$114K | 1.11% | 51 |
|
|
2016
Q2 | $3.81M | Buy |
33,608
+6,222
| +23% | +$706K | 1.33% | 12 |
|
|
2016
Q1 | $2.45M | Sell |
27,386
-63
| -0.2% | -$5.63K | 0.91% | 56 |
|
|
2015
Q4 | $2.45M | Buy |
+27,449
| New | +$2.45M | 0.92% | 56 |
|