Ropes Wealth Advisors’s Hershey HSY Stock Holding History

Ropes Wealth Advisors’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$1.29M	Sell	6,426 -17	-0.3%	-$3.4K	0.25%	90
2023 Q2	$1.61M	Buy	6,443 +1	+0%	+$250	0.27%	88
2023 Q1	$1.64M	Sell	6,442 -2	-0%	-$509	0.3%	88
2022 Q4	$1.49M	Sell	6,444 -345	-5%	-$79.9K	0.27%	90
2022 Q3	$1.5M	Buy	6,789 +2	+0%	+$441	0.31%	79
2022 Q2	$1.46M	Buy	6,787 +1	+0%	+$215	0.3%	86
2022 Q1	$1.47M	Buy	6,786 +2	+0%	+$433	0.25%	96
2021 Q4	$1.31M	Sell	6,784 -175	-3%	-$33.9K	0.23%	95
2021 Q3	$1.18M	Sell	6,959 -111	-2%	-$18.8K	0.19%	101
2021 Q2	$1.23M	Sell	7,070 -20	-0.3%	-$3.49K	0.19%	102
2021 Q1	$1.2M	Sell	7,090 -19	-0.3%	-$3.21K	0.21%	98
2020 Q4	$1.08M	Sell	7,109 -21	-0.3%	-$3.2K	0.17%	90
2020 Q3	$1.02M	Buy	7,130 +2	+0%	+$287	0.2%	87
2020 Q2	$924K	Buy	7,128 +956	+15%	+$124K	0.19%	88
2020 Q1	$818K	Hold	6,172	–	–	0.21%	86
2019 Q4	$907K	Buy	6,172 +100	+2%	+$14.7K	0.2%	97
2019 Q3	$941K	Buy	6,072 +200	+3%	+$31K	0.2%	96
2019 Q2	$787K	Buy	5,872 +550	+10%	+$73.7K	0.17%	101
2019 Q1	$611K	Sell	5,322 -40	-0.7%	-$4.59K	0.16%	123
2018 Q4	$575K	Hold	5,362	–	–	0.17%	119
2018 Q3	$547K	Hold	5,362	–	–	0.14%	135
2018 Q2	$499K	Sell	5,362 -35	-0.6%	-$3.26K	0.13%	136
2018 Q1	$534K	Sell	5,397 -25	-0.5%	-$2.47K	0.15%	132
2017 Q4	$615K	Sell	5,422 -25	-0.5%	-$2.84K	0.16%	125
2017 Q3	$595K	Hold	5,447	–	–	0.16%	120
2017 Q2	$585K	Buy	5,447 +100	+2%	+$10.7K	0.17%	117
2017 Q1	$584K	Sell	5,347 -40	-0.7%	-$4.37K	0.17%	118
2016 Q4	$557K	Hold	5,387	–	–	0.17%	113
2016 Q3	$515K	Hold	5,387	–	–	0.17%	115
2016 Q2	$611K	Sell	5,387 -118	-2%	-$13.4K	0.21%	95
2016 Q1	$507K	Hold	5,505	–	–	0.22%	77
2015 Q4	$491K	Hold	5,505	–	–	0.22%	78
2015 Q3	$506K	Hold	5,505	–	–	0.27%	68
2015 Q2	$489K	Buy	5,505 +225	+4%	+$20K	0.27%	71
2015 Q1	$533K	Buy	+5,280	New	+$533K	0.28%	67