Laurel Wealth Advisors (California)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.14M | Buy |
4,928
+1
| +0% | +$232 | 0.11% | 190 |
|
|
2022
Q3 | $1.09M | Hold |
4,927
| – | – | 0.12% | 197 |
|
|
2022
Q2 | $1.06M | Sell |
4,927
-61
| -1% | -$13.1K | 0.11% | 208 |
|
|
2022
Q1 | $1.08M | Buy |
4,988
+1,103
| +28% | +$239K | 0.09% | 234 |
|
|
2021
Q4 | $752K | Buy |
+3,885
| New | +$752K | 0.06% | 336 |
|
|
2021
Q3 | – | Sell |
-3,418
| Closed | -$595K | – | 475 |
|
|
2021
Q2 | $595K | Sell |
3,418
-5
| -0.1% | -$870 | 0.08% | 245 |
|
|
2021
Q1 | $542K | Sell |
3,423
-443
| -11% | -$70.1K | 0.08% | 242 |
|
|
2020
Q4 | $589K | Sell |
3,866
-84
| -2% | -$12.8K | 0.09% | 221 |
|
|
2020
Q3 | $566K | Sell |
3,950
-5
| -0.1% | -$716 | 0.09% | 209 |
|
|
2020
Q2 | $513K | Sell |
3,955
-3
| -0.1% | -$389 | 0.09% | 215 |
|
|
2020
Q1 | $525K | Hold |
3,958
| – | – | 0.12% | 191 |
|
|
2019
Q4 | $582K | Hold |
3,958
| – | – | 0.1% | 213 |
|
|
2019
Q3 | $614K | Buy |
+3,958
| New | +$614K | 0.11% | 216 |
|