Mariner Wealth Advisors (Cincinnati)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $281K | Buy |
2,752
+52
| +2% | +$5.31K | 0.02% | 250 |
|
|
2018
Q2 | $251K | Sell |
2,700
-120
| -4% | -$11.2K | 0.01% | 267 |
|
|
2018
Q1 | $279K | Buy |
2,820
+11
| +0.4% | +$1.09K | 0.02% | 238 |
|
|
2017
Q4 | $319K | Hold |
2,809
| – | – | 0.02% | 225 |
|
|
2017
Q3 | $307K | Hold |
2,809
| – | – | 0.02% | 216 |
|
|
2017
Q2 | $302K | Hold |
2,809
| – | – | 0.02% | 213 |
|
|
2017
Q1 | $307K | Hold |
2,809
| – | – | 0.02% | 215 |
|
|
2016
Q4 | $291K | Sell |
2,809
-45
| -2% | -$4.66K | 0.02% | 208 |
|
|
2016
Q3 | $273K | Hold |
2,854
| – | – | 0.02% | 217 |
|
|
2016
Q2 | $324K | Hold |
2,854
| – | – | 0.03% | 204 |
|
|
2016
Q1 | $263K | Hold |
2,854
| – | – | 0.03% | 206 |
|
|
2015
Q4 | $255K | Buy |
+2,854
| New | +$255K | 0.02% | 208 |
|
|
2015
Q1 | $367K | Sell |
3,641
-76
| -2% | -$7.66K | 0.05% | 127 |
|
|
2014
Q4 | $386K | Buy |
3,717
+76
| +2% | +$7.89K | 0.06% | 129 |
|
|
2014
Q3 | $347K | Hold |
3,641
| – | – | 0.06% | 132 |
|
|
2014
Q2 | $355K | Hold |
3,641
| – | – | 0.06% | 116 |
|
|
2014
Q1 | $380K | Buy |
3,641
+291
| +9% | +$30.4K | 0.06% | 105 |
|
|
2013
Q4 | $326K | Buy |
+3,350
| New | +$326K | 0.05% | 115 |
|