Kings Point Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $18K | Buy |
+83
| New | +$18K | ﹤0.01% | 487 |
|
|
2020
Q1 | – | Sell |
-407
| Closed | -$60K | – | 465 |
|
|
2019
Q4 | $60K | Sell |
407
-27
| -6% | -$3.98K | 0.01% | 286 |
|
|
2019
Q3 | $67K | Buy |
434
+353
| +436% | +$54.5K | 0.01% | 255 |
|
|
2019
Q2 | $11K | Buy |
+81
| New | +$11K | ﹤0.01% | 412 |
|
|
2016
Q3 | – | Sell |
-2,200
| Closed | -$250K | – | 319 |
|
|
2016
Q2 | $250K | Sell |
2,200
-20,347
| -90% | -$2.31M | 0.06% | 107 |
|
|
2016
Q1 | $2.08M | Buy |
22,547
+2,963
| +15% | +$273K | 0.53% | 54 |
|
|
2015
Q4 | $1.75M | Buy |
19,584
+5,391
| +38% | +$481K | 0.43% | 59 |
|
|
2015
Q3 | $1.3M | Buy |
14,193
+2,701
| +24% | +$248K | 0.34% | 65 |
|
|
2015
Q2 | $1.02M | Buy |
11,492
+6,237
| +119% | +$554K | 0.25% | 77 |
|
|
2015
Q1 | $530K | Buy |
5,255
+4,482
| +580% | +$452K | 0.13% | 90 |
|
|
2014
Q4 | $80K | Buy |
773
+648
| +518% | +$67.1K | 0.02% | 164 |
|
|
2014
Q3 | $12K | Hold |
125
| – | – | ﹤0.01% | 298 |
|
|
2014
Q2 | $12K | Hold |
125
| – | – | ﹤0.01% | 310 |
|
|
2014
Q1 | $13K | Hold |
125
| – | – | ﹤0.01% | 247 |
|
|
2013
Q4 | $12K | Hold |
125
| – | – | ﹤0.01% | 244 |
|
|
2013
Q3 | $12K | Hold |
125
| – | – | ﹤0.01% | 249 |
|
|
2013
Q2 | $11K | Buy |
+125
| New | +$11K | ﹤0.01% | 258 |
|