Sage Financial Group’s Hershey HSY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-965	Closed	-$241K	–	99
2023 Q2	$241K	Hold	965	–	–	0.03%	94
2023 Q1	$246K	Sell	965 -117	-11%	-$29.8K	0.03%	90
2022 Q4	$251K	Hold	1,082	–	–	0.03%	87
2022 Q3	$239K	Hold	1,082	–	–	0.03%	82
2022 Q2	$233K	Buy	1,082 +117	+12%	+$25.2K	0.03%	83
2022 Q1	$209K	Hold	965	–	–	0.02%	53
2021 Q4	$187K	Hold	965	–	–	0.02%	53
2021 Q3	$163K	Hold	965	–	–	0.02%	49
2021 Q2	$168K	Hold	965	–	–	0.02%	48
2021 Q1	$153K	Hold	965	–	–	0.02%	45
2020 Q4	$147K	Hold	965	–	–	0.02%	48
2020 Q3	$138K	Hold	965	–	–	0.02%	46
2020 Q2	$125K	Hold	965	–	–	0.02%	46
2020 Q1	$128K	Hold	965	–	–	0.02%	45
2019 Q4	$142K	Hold	965	–	–	0.02%	46
2019 Q3	$150K	Hold	965	–	–	0.02%	47
2019 Q2	$129K	Hold	965	–	–	0.02%	51
2019 Q1	$111K	Hold	965	–	–	0.02%	52
2018 Q4	$103K	Hold	965	–	–	0.02%	51
2018 Q3	$98K	Hold	965	–	–	0.02%	34
2018 Q2	$90K	Hold	965	–	–	0.02%	33
2018 Q1	$95K	Hold	965	–	–	0.02%	31
2017 Q4	$110K	Hold	965	–	–	0.02%	36
2017 Q3	$105K	Hold	965	–	–	0.02%	31
2017 Q2	$104K	Hold	965	–	–	0.02%	32
2017 Q1	$105K	Hold	965	–	–	0.03%	31
2016 Q4	$100K	Hold	965	–	–	0.03%	32
2016 Q3	$92K	Hold	965	–	–	0.03%	29
2016 Q2	$110K	Hold	965	–	–	0.03%	25
2016 Q1	$89K	Hold	965	–	–	0.03%	26
2015 Q4	$86K	Hold	965	–	–	0.03%	44
2015 Q3	$89K	Hold	965	–	–	0.03%	25
2015 Q2	$86K	Hold	965	–	–	0.04%	24
2015 Q1	$97K	Hold	965	–	–	0.05%	21
2014 Q4	$100K	Hold	965	–	–	0.04%	26
2014 Q3	$92K	Hold	965	–	–	0.05%	17
2014 Q2	$94K	Hold	965	–	–	0.05%	19
2014 Q1	$101K	Buy	+965	New	+$101K	0.06%	20