Pinnacle Wealth Management Advisory Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,220
| Closed | -$244K | – | 345 |
|
|
2023
Q3 | $244K | Sell |
1,220
-458
| -27% | -$91.6K | 0.03% | 265 |
|
|
2023
Q2 | $419K | Buy |
1,678
+65
| +4% | +$16.2K | 0.05% | 200 |
|
|
2023
Q1 | $410K | Buy |
1,613
+178
| +12% | +$45.3K | 0.06% | 196 |
|
|
2022
Q4 | $332K | Buy |
1,435
+39
| +3% | +$9.03K | 0.05% | 211 |
|
|
2022
Q3 | $308K | Sell |
1,396
-269
| -16% | -$59.4K | 0.05% | 211 |
|
|
2022
Q2 | $358K | Buy |
1,665
+200
| +14% | +$43K | 0.06% | 201 |
|
|
2022
Q1 | $317K | Buy |
1,465
+170
| +13% | +$36.8K | 0.05% | 220 |
|
|
2021
Q4 | $251K | Buy |
1,295
+10
| +0.8% | +$1.94K | 0.04% | 233 |
|
|
2021
Q3 | $217K | Hold |
1,285
| – | – | 0.05% | 206 |
|
|
2021
Q2 | $224K | Hold |
1,285
| – | – | 0.05% | 203 |
|
|
2021
Q1 | $203K | Buy |
+1,285
| New | +$203K | 0.06% | 186 |
|
|
2020
Q4 | – | Sell |
-1,475
| Closed | -$211K | – | 186 |
|
|
2020
Q3 | $211K | Buy |
+1,475
| New | +$211K | 0.07% | 170 |
|
|
2020
Q2 | – | Sell |
-1,715
| Closed | -$227K | – | 181 |
|
|
2020
Q1 | $227K | Sell |
1,715
-550
| -24% | -$72.8K | 0.11% | 138 |
|
|
2019
Q4 | $333K | Buy |
2,265
+155
| +7% | +$22.8K | 0.12% | 141 |
|
|
2019
Q3 | $327K | Buy |
2,110
+160
| +8% | +$24.8K | 0.14% | 135 |
|
|
2019
Q2 | $261K | Buy |
1,950
+160
| +9% | +$21.4K | 0.11% | 155 |
|
|
2019
Q1 | $206K | Buy |
+1,790
| New | +$206K | 0.09% | 173 |
|