Moisand Fitzgerald Tamayo’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-17
| Closed | -$3.18K | – | 544 |
|
|
2025
Q3 | $3.18K | Hold |
17
| – | – | ﹤0.01% | 473 |
|
|
2025
Q2 | $2.82K | Hold |
17
| – | – | ﹤0.01% | 471 |
|
|
2025
Q1 | $2.91K | Hold |
17
| – | – | ﹤0.01% | 460 |
|
|
2024
Q4 | $2.88K | Hold |
17
| – | – | ﹤0.01% | 478 |
|
|
2024
Q3 | $3.26K | Sell |
17
-1
| -6% | -$194 | ﹤0.01% | 478 |
|
|
2024
Q2 | $3.31K | Hold |
18
| – | – | ﹤0.01% | 438 |
|
|
2024
Q1 | $3.5K | Buy |
18
+1
| +6% | +$193 | ﹤0.01% | 425 |
|
|
2023
Q4 | $3.17K | Sell |
17
-6
| -26% | -$1.14K | ﹤0.01% | 474 |
|
|
2023
Q3 | $4.6K | Hold |
23
| – | – | ﹤0.01% | 443 |
|
|
2023
Q2 | $5.74K | Hold |
23
| – | – | ﹤0.01% | 397 |
|
|
2023
Q1 | $5.85K | Hold |
23
| – | – | ﹤0.01% | 395 |
|
|
2022
Q4 | $5.33K | Buy |
23
+6
| +35% | +$1.38K | ﹤0.01% | 403 |
|
|
2022
Q3 | $4K | Buy |
+17
| New | +$3.81K | ﹤0.01% | 401 |
|
|
2020
Q3 | – | Sell |
-56
| Closed | -$7K | – | 342 |
|
|
2020
Q2 | $7K | Hold |
56
| – | – | ﹤0.01% | 204 |
|
|
2020
Q1 | $7K | Hold |
56
| – | – | ﹤0.01% | 187 |
|
|
2019
Q4 | $8K | Hold |
56
| – | – | ﹤0.01% | 209 |
|
|
2019
Q3 | $9K | Hold |
56
| – | – | ﹤0.01% | 201 |
|
|
2019
Q2 | $8K | Hold |
56
| – | – | ﹤0.01% | 205 |
|
|
2019
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 220 |
|
|
2018
Q4 | $6K | Hold |
56
| – | – | ﹤0.01% | 212 |
|
|
2018
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 235 |
|
|
2018
Q2 | $5K | Hold |
56
| – | – | ﹤0.01% | 225 |
|
|
2018
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 236 |
|
|
2017
Q4 | $6K | Hold |
56
| – | – | ﹤0.01% | 210 |
|
|
2017
Q3 | $6K | Buy |
+56
| New | +$5.97K | ﹤0.01% | 227 |
|
|
2016
Q2 | – | Sell |
-56
| Closed | -$5K | – | 110 |
|
|
2016
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 179 |
|
|
2015
Q4 | $5K | Buy |
+56
| New | +$5.02K | ﹤0.01% | 173 |
|
Other funds holding HSY
HTC
