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