Laffer Tengler Investments’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 |
-1,903
| Closed | -$365K | – | 155 |
|
|
2024
Q3 | $365K | Hold |
1,903
| – | – | 0.07% | 130 |
|
|
2024
Q2 | $350K | Buy |
1,903
+1,658
| +677% | +$305K | 0.08% | 134 |
|
|
2024
Q1 | $47.7K | Buy |
245
+45
| +23% | +$8.75K | 0.01% | 248 |
|
|
2023
Q4 | $37.3K | Hold |
200
| – | – | 0.01% | 235 |
|
|
2023
Q3 | $40K | Buy |
+200
| New | +$40K | 0.01% | 250 |
|
|
2021
Q3 | – | Sell |
-1,559
| Closed | -$272K | – | 490 |
|
|
2021
Q2 | $272K | Buy |
1,559
+1,230
| +374% | +$214K | 0.1% | 140 |
|
|
2021
Q1 | $52K | Hold |
329
| – | – | 0.02% | 282 |
|
|
2020
Q4 | $49.5K | Buy |
+329
| New | +$49.5K | 0.02% | 266 |
|
|
2016
Q4 | – | Sell |
-12,143
| Closed | -$1.16M | – | 250 |
|
|
2016
Q3 | $1.16M | Hold |
12,143
| – | – | 0.32% | 128 |
|
|
2016
Q2 | $1.38M | Sell |
12,143
-6,503
| -35% | -$738K | 0.39% | 96 |
|
|
2016
Q1 | $1.72M | Buy |
+18,646
| New | +$1.72M | 0.46% | 96 |
|
|
2015
Q4 | – | Hold |
0
| – | -$1.71B | – | 103 |
|
|
2015
Q3 | – | Sell |
-18,646
| Closed | -$1.66M | – | 83 |
|
|
2015
Q2 | $1.66M | Sell |
18,646
-5,032
| -21% | -$447K | 0.4% | 118 |
|
|
2015
Q1 | $2.39M | Buy |
+23,678
| New | +$2.39M | 0.33% | 102 |
|
|
2014
Q4 | – | Sell |
-23,678
| Closed | -$2.26M | – | 96 |
|
|
2014
Q3 | $2.26M | Hold |
23,678
| – | – | 0.33% | 104 |
|
|
2014
Q2 | $2.31M | Sell |
23,678
-351
| -1% | -$34.2K | 0.36% | 99 |
|
|
2014
Q1 | $2.51M | Hold |
24,029
| – | – | 0.4% | 91 |
|
|
2013
Q4 | $2.34M | Buy |
+24,029
| New | +$2.34M | 0.39% | 102 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 87 |
|