Reilly Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $39K | Hold |
200
| – | – | ﹤0.01% | 442 |
|
2021
Q3 | $34K | Sell |
200
-67
| -25% | -$11.4K | ﹤0.01% | 433 |
|
2021
Q2 | $47K | Hold |
267
| – | – | ﹤0.01% | 384 |
|
2021
Q1 | $42K | Hold |
267
| – | – | ﹤0.01% | 390 |
|
2020
Q4 | $41K | Hold |
267
| – | – | ﹤0.01% | 370 |
|
2020
Q3 | $38K | Hold |
267
| – | – | ﹤0.01% | 341 |
|
2020
Q2 | $35K | Hold |
267
| – | – | ﹤0.01% | 360 |
|
2020
Q1 | $35K | Hold |
267
| – | – | 0.01% | 349 |
|
2019
Q4 | $39K | Hold |
267
| – | – | ﹤0.01% | 369 |
|
2019
Q3 | $41K | Hold |
267
| – | – | 0.01% | 366 |
|
2019
Q2 | $36K | Hold |
267
| – | – | ﹤0.01% | 418 |
|
2019
Q1 | $31K | Hold |
267
| – | – | ﹤0.01% | 432 |
|
2018
Q4 | $29K | Sell |
267
-533
| -67% | -$57.9K | ﹤0.01% | 419 |
|
2018
Q3 | $82K | Hold |
800
| – | – | 0.01% | 274 |
|
2018
Q2 | $74K | Sell |
800
-20
| -2% | -$1.85K | 0.01% | 256 |
|
2018
Q1 | $81K | Buy |
820
+20
| +3% | +$1.98K | 0.01% | 244 |
|
2017
Q4 | $91K | Hold |
800
| – | – | 0.01% | 244 |
|
2017
Q3 | $87K | Hold |
800
| – | – | 0.01% | 232 |
|
2017
Q2 | $86K | Buy |
800
+230
| +40% | +$24.7K | 0.01% | 233 |
|
2017
Q1 | $62K | Buy |
570
+67
| +13% | +$7.29K | 0.01% | 265 |
|
2016
Q4 | $52K | Sell |
503
-150
| -23% | -$15.5K | 0.01% | 271 |
|
2016
Q3 | $62K | Hold |
653
| – | – | 0.01% | 246 |
|
2016
Q2 | $74K | Buy |
+653
| New | +$74K | 0.01% | 216 |
|
2016
Q1 | – | Hold |
0
| – | – | – | 991 |
|
2015
Q4 | – | Sell |
-653
| Closed | -$60K | – | 1010 |
|
2015
Q3 | $60K | Hold |
653
| – | – | 0.01% | 358 |
|
2015
Q2 | $58K | Sell |
653
-110
| -14% | -$9.77K | 0.01% | 402 |
|
2015
Q1 | $77K | Sell |
763
-15
| -2% | -$1.51K | 0.01% | 322 |
|
2014
Q4 | $81K | Hold |
778
| – | – | 0.02% | 210 |
|
2014
Q3 | $74K | Sell |
778
-146
| -16% | -$13.9K | 0.02% | 211 |
|
2014
Q2 | $90K | Buy |
924
+15
| +2% | +$1.46K | 0.02% | 193 |
|
2014
Q1 | $95K | Hold |
909
| – | – | 0.02% | 178 |
|
2013
Q4 | $88K | Sell |
909
-119
| -12% | -$11.5K | 0.02% | 175 |
|
2013
Q3 | $95K | Sell |
1,028
-402
| -28% | -$37.2K | 0.03% | 143 |
|
2013
Q2 | $128K | Buy |
+1,430
| New | +$128K | 0.04% | 123 |
|