Sarah T. Connolly’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 |
-985
| Closed | -$246K | – | 90 |
|
|
2023
Q2 | $246K | Sell |
985
-115
| -10% | -$28.7K | 0.15% | 87 |
|
|
2023
Q1 | $280K | Sell |
1,100
-200
| -15% | -$50.9K | 0.18% | 84 |
|
|
2022
Q4 | $301K | Sell |
1,300
-200
| -13% | -$46.3K | 0.2% | 86 |
|
|
2022
Q3 | $331K | Hold |
1,500
| – | – | 0.24% | 82 |
|
|
2022
Q2 | $323K | Hold |
1,500
| – | – | 0.22% | 83 |
|
|
2022
Q1 | $325K | Hold |
1,500
| – | – | 0.19% | 82 |
|
|
2021
Q4 | $290K | Hold |
1,500
| – | – | 0.16% | 84 |
|
|
2021
Q3 | $254K | Hold |
1,500
| – | – | 0.21% | 88 |
|
|
2021
Q2 | $261K | Hold |
1,500
| – | – | 0.21% | 85 |
|
|
2021
Q1 | $237K | Hold |
1,500
| – | – | 0.21% | 85 |
|
|
2020
Q4 | $228K | Buy |
+1,500
| New | +$228K | 0.21% | 86 |
|