Lake Street Advisors Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $310K | Sell |
1,828
-161
| -8% | -$27.3K | 0.01% | 438 |
|
|
2024
Q3 | $381K | Sell |
1,989
-174
| -8% | -$33.4K | 0.02% | 391 |
|
|
2024
Q2 | $398K | Buy |
2,163
+119
| +6% | +$21.9K | 0.02% | 374 |
|
|
2024
Q1 | $397K | Buy |
2,044
+48
| +2% | +$9.33K | 0.02% | 386 |
|
|
2023
Q4 | $372K | Buy |
+1,996
| New | +$372K | 0.02% | 386 |
|
|
2020
Q1 | – | Sell |
-1,818
| Closed | -$267K | – | 265 |
|
|
2019
Q4 | $267K | Sell |
1,818
-133
| -7% | -$19.5K | 0.03% | 204 |
|
|
2019
Q3 | $302K | Buy |
1,951
+81
| +4% | +$12.5K | 0.03% | 146 |
|
|
2019
Q2 | $251K | Buy |
1,870
+31
| +2% | +$4.16K | 0.03% | 177 |
|
|
2019
Q1 | $211K | Buy |
+1,839
| New | +$211K | 0.02% | 209 |
|
|
2018
Q2 | – | Sell |
-2,229
| Closed | -$221K | – | 342 |
|
|
2018
Q1 | $221K | Sell |
2,229
-44
| -2% | -$4.36K | 0.02% | 279 |
|
|
2017
Q4 | $258K | Buy |
+2,273
| New | +$258K | 0.03% | 259 |
|