Marietta Investment Partners’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 |
-23,320
| Closed | -$4.67M | – | 162 |
|
|
2023
Q3 | $4.67M | Sell |
23,320
-9,084
| -28% | -$1.82M | 1.31% | 24 |
|
|
2023
Q2 | $8.09M | Sell |
32,404
-1,573
| -5% | -$393K | 2.1% | 8 |
|
|
2023
Q1 | $8.64M | Buy |
33,977
+800
| +2% | +$204K | 2.41% | 8 |
|
|
2022
Q4 | $7.68M | Buy |
33,177
+1,254
| +4% | +$290K | 2.17% | 13 |
|
|
2022
Q3 | $7.31M | Buy |
31,923
+2,389
| +8% | +$547K | 2.17% | 12 |
|
|
2022
Q2 | $6.36M | Buy |
29,534
+28,122
| +1,992% | +$6.05M | 1.89% | 16 |
|
|
2022
Q1 | $306K | Buy |
+1,412
| New | +$306K | 0.07% | 156 |
|
|
2019
Q4 | – | Sell |
-7,254
| Closed | -$1.12M | – | 153 |
|
|
2019
Q3 | $1.12M | Buy |
+7,254
| New | +$1.12M | 0.39% | 61 |
|