Kelly Financial Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-275
| Closed | -$50.5K | – | 370 |
|
|
2024
Q2 | $50.5K | Buy |
275
+40
| +17% | +$7.35K | 0.02% | 224 |
|
|
2024
Q1 | $45.8K | Buy |
235
+108
| +85% | +$21K | 0.02% | 229 |
|
|
2023
Q4 | $23.7K | Hold |
127
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $25.4K | Hold |
127
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $31.7K | Hold |
127
| – | – | 0.02% | 240 |
|
|
2023
Q1 | $32.2K | Buy |
127
+1
| +0.8% | +$254 | 0.02% | 226 |
|
|
2022
Q4 | $29.3K | Hold |
126
| – | – | 0.02% | 225 |
|
|
2022
Q3 | $27.9K | Hold |
126
| – | – | 0.02% | 217 |
|
|
2022
Q2 | $27.2K | Hold |
126
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $27.3K | Sell |
126
-17
| -12% | -$3.68K | 0.01% | 247 |
|
|
2021
Q4 | $27.6K | Hold |
143
| – | – | 0.01% | 235 |
|
|
2021
Q3 | $24.1K | Sell |
143
-24,656
| -99% | -$4.16M | 0.01% | 237 |
|
|
2021
Q2 | $142K | Buy |
24,799
+24,657
| +17,364% | +$141K | 0.01% | 333 |
|
|
2021
Q1 | $22.5K | Hold |
142
| – | – | 0.01% | 211 |
|
|
2020
Q4 | $21.6K | Sell |
142
-7
| -5% | -$1.07K | 0.01% | 185 |
|
|
2020
Q3 | $21.3K | Buy |
149
+1
| +0.7% | +$143 | 0.02% | 167 |
|
|
2020
Q2 | $19.2K | Hold |
148
| – | – | 0.01% | 170 |
|
|
2020
Q1 | $19.6K | Buy |
148
+26
| +21% | +$3.45K | 0.02% | 134 |
|
|
2019
Q4 | $17.9K | Hold |
122
| – | – | 0.01% | 174 |
|
|
2019
Q3 | $18.9K | Hold |
122
| – | – | 0.02% | 154 |
|
|
2019
Q2 | $16.3K | Buy |
122
+16
| +15% | +$2.14K | 0.01% | 170 |
|
|
2019
Q1 | $12.1K | Buy |
+106
| New | +$12.1K | 0.01% | 202 |
|