PTC
Petrus Trust Company’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,259
| Closed | -$608K | – | 709 |
|
|
2023
Q4 | $608K | Buy |
3,259
+1,857
| +132% | +$346K | 0.06% | 153 |
|
|
2023
Q3 | $281K | Hold |
1,402
| – | – | 0.03% | 414 |
|
|
2023
Q2 | $350K | Hold |
1,402
| – | – | 0.04% | 294 |
|
|
2023
Q1 | $357K | Sell |
1,402
-627
| -31% | -$160K | 0.04% | 217 |
|
|
2022
Q4 | $470K | Buy |
2,029
+1,090
| +116% | +$252K | 0.06% | 109 |
|
|
2022
Q3 | $207K | Sell |
939
-490
| -34% | -$108K | 0.03% | 172 |
|
|
2022
Q2 | $307K | Buy |
+1,429
| New | +$307K | 0.04% | 36 |
|