Pathstone Family Office’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.28M | Buy |
11,419
+5,537
| +94% | +$1.11M | 0.02% | 449 |
|
|
2023
Q2 | $1.55M | Buy |
5,882
+34
| +0.6% | +$8.96K | 0.02% | 370 |
|
|
2023
Q1 | $1.45M | Sell |
5,848
-13,082
| -69% | -$3.25M | 0.02% | 349 |
|
|
2022
Q4 | $3.41M | Buy |
18,930
+2,667
| +16% | +$480K | 0.03% | 354 |
|
|
2022
Q3 | $3.59M | Buy |
16,263
+10,229
| +170% | +$2.26M | 0.03% | 293 |
|
|
2022
Q2 | $1.3M | Buy |
6,034
+1,676
| +38% | +$361K | 0.03% | 289 |
|
|
2022
Q1 | $944K | Sell |
4,358
-96
| -2% | -$20.8K | 0.02% | 343 |
|
|
2021
Q4 | $863K | Buy |
4,454
+172
| +4% | +$33.3K | 0.02% | 374 |
|
|
2021
Q3 | $725K | Sell |
4,282
-22
| -0.5% | -$3.73K | 0.02% | 381 |
|
|
2021
Q2 | $750K | Buy |
4,304
+515
| +14% | +$89.7K | 0.02% | 351 |
|
|
2021
Q1 | $599K | Buy |
+3,789
| New | +$599K | 0.02% | 308 |
|
|
2017
Q2 | – | Sell |
-66
| Closed | -$7K | – | 504 |
|
|
2017
Q1 | $7K | Buy |
+66
| New | +$7K | ﹤0.01% | 310 |
|
|
2016
Q4 | – | Sell |
-66
| Closed | -$6K | – | 146 |
|
|
2016
Q3 | $6K | Sell |
66
-51
| -44% | -$4.64K | 0.01% | 158 |
|
|
2016
Q2 | $13K | Hold |
117
| – | – | 0.01% | 113 |
|
|
2016
Q1 | $11K | Buy |
+117
| New | +$11K | 0.02% | 104 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$3K | – | 125 |
|
|
2015
Q3 | $3K | Buy |
+30
| New | +$3K | 0.01% | 148 |
|
|
2014
Q4 | – | Sell |
-168
| Closed | -$16K | – | 168 |
|
|
2014
Q3 | $16K | Buy |
+168
| New | +$16K | 0.05% | 161 |
|
|
2013
Q4 | – | Sell |
-20
| Closed | -$2K | – | 254 |
|
|
2013
Q3 | $2K | Buy |
+20
| New | +$2K | 0.01% | 281 |
|