Rational Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,025
| Closed | -$1.5M | – | 294 |
|
|
2023
Q2 | $1.5M | Buy |
6,025
+875
| +17% | +$230K | 0.12% | 74 |
|
|
2023
Q1 | $1.31M | Sell |
5,150
-2,402
| -32% | -$564K | 0.11% | 79 |
|
|
2022
Q4 | $1.75M | Sell |
7,552
-1,623
| -18% | -$374K | 0.14% | 53 |
|
|
2022
Q3 | $2.02M | Buy |
9,175
+138
| +2% | +$30.9K | 0.16% | 46 |
|
|
2022
Q2 | $1.94M | Buy |
9,037
+2,338
| +35% | +$510K | 0.14% | 50 |
|
|
2022
Q1 | $1.45M | Sell |
6,699
-2,849
| -30% | -$579K | 0.09% | 66 |
|
|
2021
Q4 | $1.85M | Buy |
9,548
+1,509
| +19% | +$273K | 0.11% | 69 |
|
|
2021
Q3 | $1.36M | Buy |
+8,039
| New | +$1.42M | 0.11% | 76 |
|
|
2020
Q4 | – | Sell |
-585
| Closed | -$83K | – | 389 |
|
|
2020
Q3 | $83K | Buy |
585
+297
| +103% | +$42.1K | 0.04% | 171 |
|
|
2020
Q2 | $37K | Buy |
+288
| New | +$38.7K | 0.02% | 207 |
|
|
2020
Q1 | – | Sell |
-979
| Closed | -$144K | – | 330 |
|
|
2019
Q4 | $144K | Sell |
979
-4,766
| -83% | -$707K | 0.07% | 234 |
|
|
2019
Q3 | $890K | Buy |
5,745
+3,837
| +201% | +$579K | 0.34% | 93 |
|
|
2019
Q2 | $256K | Sell |
1,908
-7,624
| -80% | -$969K | 0.09% | 188 |
|
|
2019
Q1 | $1.09M | Buy |
9,532
+9,483
| +19,353% | +$1.03M | 0.3% | 97 |
|
|
2018
Q4 | $5K | Buy |
49
+4
| +9% | +$425 | ﹤0.01% | 427 |
|
|
2018
Q3 | $5K | Sell |
45
-1,899
| -98% | -$188K | ﹤0.01% | 426 |
|
|
2018
Q2 | $181K | Sell |
1,944
-762
| -28% | -$71.1K | 0.09% | 201 |
|
|
2018
Q1 | $268K | Sell |
2,706
-711
| -21% | -$73.5K | 0.13% | 187 |
|
|
2017
Q4 | $388K | Buy |
3,417
+700
| +26% | +$77K | 0.2% | 150 |
|
|
2017
Q3 | $296K | Buy |
2,717
+900
| +50% | +$95.9K | 0.16% | 141 |
|
|
2017
Q2 | $195K | Hold |
1,817
| – | – | 0.12% | 191 |
|
|
2017
Q1 | $199K | Buy |
1,817
+227
| +14% | +$24.3K | 0.13% | 163 |
|
|
2016
Q4 | $166K | Buy |
+1,590
| New | +$157K | 0.16% | 132 |
|
Other funds holding HSY
HTC
