Prio Wealth Limited Partnership’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $282K | Hold |
1,470
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $270K | Sell |
1,470
-320
| -18% | -$58.8K | 0.01% | 227 |
|
|
2024
Q1 | $348K | Sell |
1,790
-13
| -0.7% | -$2.53K | 0.01% | 218 |
|
|
2023
Q4 | $336K | Sell |
1,803
-1,167
| -39% | -$218K | 0.01% | 207 |
|
|
2023
Q3 | $594K | Buy |
2,970
+270
| +10% | +$54K | 0.02% | 171 |
|
|
2023
Q2 | $674K | Hold |
2,700
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $687K | Sell |
2,700
-300
| -10% | -$76.3K | 0.03% | 166 |
|
|
2022
Q4 | $695K | Hold |
3,000
| – | – | 0.03% | 164 |
|
|
2022
Q3 | $661K | Hold |
3,000
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $645K | Hold |
3,000
| – | – | 0.03% | 164 |
|
|
2022
Q1 | $650K | Sell |
3,000
-100
| -3% | -$21.7K | 0.02% | 169 |
|
|
2021
Q4 | $600K | Hold |
3,100
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $525K | Hold |
3,100
| – | – | 0.02% | 188 |
|
|
2021
Q2 | $540K | Hold |
3,100
| – | – | 0.02% | 189 |
|
|
2021
Q1 | $490K | Buy |
3,100
+600
| +24% | +$94.8K | 0.02% | 188 |
|
|
2020
Q4 | $381K | Hold |
2,500
| – | – | 0.01% | 212 |
|
|
2020
Q3 | $358K | Hold |
2,500
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $324K | Sell |
2,500
-600
| -19% | -$77.8K | 0.01% | 200 |
|
|
2020
Q1 | $411K | Hold |
3,100
| – | – | 0.02% | 168 |
|
|
2019
Q4 | $456K | Hold |
3,100
| – | – | 0.02% | 184 |
|
|
2019
Q3 | $480K | Hold |
3,100
| – | – | 0.02% | 178 |
|
|
2019
Q2 | $415K | Hold |
3,100
| – | – | 0.02% | 187 |
|
|
2019
Q1 | $355K | Hold |
3,100
| – | – | 0.02% | 194 |
|
|
2018
Q4 | $332K | Sell |
3,100
-1
| -0% | -$107 | 0.02% | 186 |
|
|
2018
Q3 | $316K | Hold |
3,101
| – | – | 0.01% | 198 |
|
|
2018
Q2 | $288K | Sell |
3,101
-1,074
| -26% | -$99.7K | 0.01% | 199 |
|
|
2018
Q1 | $413K | Sell |
4,175
-1,200
| -22% | -$119K | 0.02% | 174 |
|
|
2017
Q4 | $610K | Hold |
5,375
| – | – | 0.03% | 159 |
|
|
2017
Q3 | $586K | Hold |
5,375
| – | – | 0.03% | 161 |
|
|
2017
Q2 | $577K | Hold |
5,375
| – | – | 0.03% | 162 |
|
|
2017
Q1 | $587K | Sell |
5,375
-500
| -9% | -$54.6K | 0.03% | 164 |
|
|
2016
Q4 | $607K | Hold |
5,875
| – | – | 0.03% | 161 |
|
|
2016
Q3 | $561K | Sell |
5,875
-133
| -2% | -$12.7K | 0.03% | 169 |
|
|
2016
Q2 | $681K | Buy |
6,008
+133
| +2% | +$15.1K | 0.04% | 154 |
|
|
2016
Q1 | $541K | Hold |
5,875
| – | – | 0.03% | 164 |
|
|
2015
Q4 | $524K | Buy |
5,875
+100
| +2% | +$8.92K | 0.03% | 172 |
|
|
2015
Q3 | $530K | Hold |
5,775
| – | – | 0.03% | 172 |
|
|
2015
Q2 | $512K | Hold |
5,775
| – | – | 0.03% | 176 |
|
|
2015
Q1 | $582K | Hold |
5,775
| – | – | 0.03% | 171 |
|
|
2014
Q4 | $600K | Sell |
5,775
-50
| -0.9% | -$5.2K | 0.03% | 167 |
|
|
2014
Q3 | $555K | Buy |
+5,825
| New | +$555K | 0.03% | 167 |
|
|
2014
Q2 | – | Sell |
-7,125
| Closed | -$743K | – | 256 |
|
|
2014
Q1 | $743K | Hold |
7,125
| – | – | 0.04% | 158 |
|
|
2013
Q4 | $692K | Hold |
7,125
| – | – | 0.04% | 166 |
|
|
2013
Q3 | $659K | Hold |
7,125
| – | – | 0.04% | 165 |
|
|
2013
Q2 | $636K | Buy |
+7,125
| New | +$636K | 0.04% | 164 |
|