Patriot Financial Group Insurance Agency’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-548
| Closed | -$118K | – | 1074 |
|
|
2022
Q2 | $118K | Buy |
548
+100
| +22% | +$21.5K | 0.02% | 503 |
|
|
2022
Q1 | $97K | Sell |
448
-125
| -22% | -$27.1K | 0.02% | 597 |
|
|
2021
Q4 | $111K | Buy |
573
+1
| +0.2% | +$194 | 0.02% | 625 |
|
|
2021
Q3 | $97K | Sell |
572
-5
| -0.9% | -$848 | 0.02% | 666 |
|
|
2021
Q2 | $101K | Buy |
577
+194
| +51% | +$34K | 0.02% | 626 |
|
|
2021
Q1 | $61K | Hold |
383
| – | – | 0.01% | 709 |
|
|
2020
Q4 | $58K | Sell |
383
-5
| -1% | -$757 | 0.01% | 648 |
|
|
2020
Q3 | $56K | Buy |
388
+3
| +0.8% | +$433 | 0.02% | 513 |
|
|
2020
Q2 | $50K | Buy |
385
+2
| +0.5% | +$260 | 0.02% | 514 |
|
|
2020
Q1 | $51K | Hold |
383
| – | – | 0.02% | 449 |
|
|
2019
Q4 | $56K | Sell |
383
-2
| -0.5% | -$292 | 0.02% | 459 |
|
|
2019
Q3 | $60K | Sell |
385
-20
| -5% | -$3.12K | 0.03% | 413 |
|
|
2019
Q2 | $55K | Sell |
405
-12
| -3% | -$1.63K | 0.02% | 418 |
|
|
2019
Q1 | $48K | Buy |
417
+84
| +25% | +$9.67K | 0.02% | 394 |
|
|
2018
Q4 | $36K | Buy |
+333
| New | +$36K | 0.02% | 373 |
|
|
2018
Q2 | – | Sell |
-22
| Closed | -$2K | – | 723 |
|
|
2018
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 867 |
|
|
2017
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 816 |
|
|
2017
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 837 |
|
|
2017
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 835 |
|