Next Financial Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $509K | Sell |
2,635
-313
| -11% | -$60.5K | 0.03% | 539 |
|
2021
Q3 | $498K | Sell |
2,948
-338
| -10% | -$57.1K | 0.04% | 468 |
|
2021
Q2 | $572K | Buy |
3,286
+1,877
| +133% | +$327K | 0.05% | 409 |
|
2021
Q1 | $223K | Hold |
1,409
| – | – | 0.02% | 729 |
|
2020
Q4 | $215K | Sell |
1,409
-19
| -1% | -$2.9K | 0.02% | 694 |
|
2020
Q3 | $205K | Sell |
1,428
-3,539
| -71% | -$508K | 0.02% | 610 |
|
2020
Q2 | $644K | Buy |
4,967
+1,431
| +40% | +$186K | 0.08% | 252 |
|
2020
Q1 | $469K | Buy |
3,536
+1,268
| +56% | +$168K | 0.06% | 289 |
|
2019
Q4 | $333K | Sell |
2,268
-515
| -19% | -$75.6K | 0.03% | 484 |
|
2019
Q3 | $431K | Buy |
2,783
+116
| +4% | +$18K | 0.05% | 392 |
|
2019
Q2 | $357K | Buy |
2,667
+2,313
| +653% | +$310K | 0.04% | 451 |
|
2019
Q1 | $41K | Sell |
354
-200
| -36% | -$23.2K | 0.01% | 783 |
|
2018
Q4 | $59K | Buy |
554
+20
| +4% | +$2.13K | 0.01% | 757 |
|
2018
Q3 | $54K | Buy |
+534
| New | +$54K | 0.03% | 523 |
|
2017
Q4 | – | Sell |
-1,146
| Closed | -$126K | – | 749 |
|
2017
Q3 | $126K | Buy |
1,146
+275
| +32% | +$30.2K | 0.04% | 427 |
|
2017
Q2 | $94K | Buy |
871
+150
| +21% | +$16.2K | 0.02% | 563 |
|
2017
Q1 | $78K | Sell |
721
-504
| -41% | -$54.5K | 0.02% | 576 |
|
2016
Q4 | $127K | Hold |
1,225
| – | – | 0.02% | 610 |
|
2016
Q3 | $117K | Buy |
1,225
+504
| +70% | +$48.1K | 0.02% | 608 |
|
2016
Q2 | $81K | Sell |
721
-164
| -19% | -$18.4K | 0.03% | 520 |
|
2016
Q1 | $81K | Hold |
885
| – | – | 0.03% | 484 |
|
2015
Q4 | $79K | Sell |
885
-37
| -4% | -$3.3K | 0.03% | 496 |
|
2015
Q3 | $84K | Buy |
922
+83
| +10% | +$7.56K | 0.03% | 480 |
|
2015
Q2 | $74K | Buy |
839
+1
| +0.1% | +$88 | 0.03% | 556 |
|
2015
Q1 | $84K | Sell |
838
-30
| -3% | -$3.01K | 0.03% | 513 |
|
2014
Q4 | $90K | Sell |
868
-910
| -51% | -$94.4K | 0.03% | 490 |
|
2014
Q3 | $170K | Buy |
1,778
+1,374
| +340% | +$131K | 0.03% | 500 |
|
2014
Q2 | $37K | Buy |
+404
| New | +$37K | 0.02% | 422 |
|