L. Roy Papp & Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,495
| Closed | -$299K | – | 176 |
|
2023
Q3 | $299K | Hold |
1,495
| – | – | 0.04% | 139 |
|
2023
Q2 | $373K | Hold |
1,495
| – | – | 0.05% | 133 |
|
2023
Q1 | $380K | Hold |
1,495
| – | – | 0.05% | 134 |
|
2022
Q4 | $346K | Hold |
1,495
| – | – | 0.05% | 139 |
|
2022
Q3 | $330K | Hold |
1,495
| – | – | 0.05% | 140 |
|
2022
Q2 | $322K | Hold |
1,495
| – | – | 0.05% | 140 |
|
2022
Q1 | $324K | Hold |
1,495
| – | – | 0.04% | 149 |
|
2021
Q4 | $289K | Hold |
1,495
| – | – | 0.03% | 161 |
|
2021
Q3 | $253K | Hold |
1,495
| – | – | 0.03% | 162 |
|
2021
Q2 | $260K | Hold |
1,495
| – | – | 0.03% | 161 |
|
2021
Q1 | $236K | Hold |
1,495
| – | – | 0.03% | 158 |
|
2020
Q4 | $228K | Hold |
1,495
| – | – | 0.03% | 166 |
|
2020
Q3 | $214K | Buy |
+1,495
| New | +$214K | 0.03% | 164 |
|
2020
Q1 | – | Sell |
-1,512
| Closed | -$222K | – | 158 |
|
2019
Q4 | $222K | Buy |
1,512
+17
| +1% | +$2.5K | 0.03% | 167 |
|
2019
Q3 | $232K | Hold |
1,495
| – | – | 0.04% | 154 |
|
2019
Q2 | $200K | Buy |
+1,495
| New | +$200K | 0.03% | 167 |
|