Sargent Bickham Lagudis’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20.4K | Hold |
88
| – | – | ﹤0.01% | 604 |
|
|
2022
Q3 | $19K | Sell |
88
-29
| -25% | -$6.26K | ﹤0.01% | 578 |
|
|
2022
Q2 | $25K | Buy |
117
+29
| +33% | +$6.2K | ﹤0.01% | 545 |
|
|
2022
Q1 | $19K | Hold |
88
| – | – | ﹤0.01% | 612 |
|
|
2021
Q4 | $17K | Buy |
88
+14
| +19% | +$2.71K | ﹤0.01% | 627 |
|
|
2021
Q3 | $13K | Hold |
74
| – | – | ﹤0.01% | 672 |
|
|
2021
Q2 | $13K | Hold |
74
| – | – | ﹤0.01% | 673 |
|
|
2021
Q1 | $12K | Hold |
74
| – | – | ﹤0.01% | 666 |
|
|
2020
Q4 | $11K | Sell |
74
-69
| -48% | -$10.3K | ﹤0.01% | 644 |
|
|
2020
Q3 | $21K | Hold |
143
| – | – | ﹤0.01% | 500 |
|
|
2020
Q2 | $19K | Hold |
143
| – | – | ﹤0.01% | 500 |
|
|
2020
Q1 | $19K | Buy |
143
+1
| +0.7% | +$133 | ﹤0.01% | 474 |
|
|
2019
Q4 | $21K | Sell |
142
-20
| -12% | -$2.96K | ﹤0.01% | 514 |
|
|
2019
Q3 | $25K | Buy |
162
+1
| +0.6% | +$154 | ﹤0.01% | 436 |
|
|
2019
Q2 | $22K | Hold |
161
| – | – | ﹤0.01% | 478 |
|
|
2019
Q1 | $19K | Sell |
161
-394
| -71% | -$46.5K | ﹤0.01% | 519 |
|
|
2018
Q4 | $59K | Buy |
555
+304
| +121% | +$32.3K | 0.01% | 340 |
|
|
2018
Q3 | $26K | Sell |
251
-96
| -28% | -$9.94K | ﹤0.01% | 458 |
|
|
2018
Q2 | $32K | Buy |
347
+1
| +0.3% | +$92 | ﹤0.01% | 427 |
|
|
2018
Q1 | $34K | Sell |
346
-250
| -42% | -$24.6K | ﹤0.01% | 420 |
|
|
2017
Q4 | $68K | Sell |
596
-475
| -44% | -$54.2K | 0.01% | 325 |
|
|
2017
Q3 | $117K | Buy |
1,071
+1
| +0.1% | +$109 | 0.01% | 270 |
|
|
2017
Q2 | $115K | Sell |
1,070
-525
| -33% | -$56.4K | 0.01% | 254 |
|
|
2017
Q1 | $174K | Buy |
1,595
+64
| +4% | +$6.98K | 0.02% | 224 |
|
|
2016
Q4 | $158K | Hold |
1,531
| – | – | 0.02% | 221 |
|
|
2016
Q3 | $146 | Buy |
1,531
+1,000
| +188% | +$95 | 0.02% | 234 |
|
|
2016
Q2 | $60K | Buy |
531
+250
| +89% | +$28.2K | 0.01% | 315 |
|
|
2016
Q1 | $26K | Buy |
+281
| New | +$26K | ﹤0.01% | 446 |
|