Smith Anglin Financial’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,182
| Closed | -$202K | – | 216 |
|
2025
Q1 | $202K | Sell |
1,182
-3
| -0.3% | -$513 | 0.02% | 203 |
|
2024
Q4 | $201K | Buy |
1,185
+9
| +0.8% | +$1.52K | 0.02% | 203 |
|
2024
Q3 | $226K | Buy |
1,176
+2
| +0.2% | +$384 | 0.02% | 182 |
|
2024
Q2 | $216K | Buy |
1,174
+1
| +0.1% | +$184 | 0.02% | 177 |
|
2024
Q1 | $228K | Sell |
1,173
-629
| -35% | -$122K | 0.02% | 170 |
|
2023
Q4 | $336K | Sell |
1,802
-114
| -6% | -$21.3K | 0.04% | 128 |
|
2023
Q3 | $383K | Buy |
1,916
+11
| +0.6% | +$2.2K | 0.05% | 116 |
|
2023
Q2 | $476K | Buy |
1,905
+7
| +0.4% | +$1.75K | 0.06% | 98 |
|
2023
Q1 | $483K | Buy |
1,898
+8
| +0.4% | +$2.04K | 0.07% | 96 |
|
2022
Q4 | $438K | Buy |
1,890
+131
| +7% | +$30.3K | 0.08% | 92 |
|
2022
Q3 | $388K | Buy |
1,759
+8
| +0.5% | +$1.77K | 0.08% | 90 |
|
2022
Q2 | $377K | Sell |
1,751
-66
| -4% | -$14.2K | 0.11% | 81 |
|
2022
Q1 | $394K | Sell |
1,817
-313
| -15% | -$67.9K | 0.09% | 82 |
|
2021
Q4 | $412K | Buy |
2,130
+10
| +0.5% | +$1.93K | 0.07% | 98 |
|
2021
Q3 | $359K | Buy |
2,120
+11
| +0.5% | +$1.86K | 0.07% | 99 |
|
2021
Q2 | $367K | Buy |
2,109
+10
| +0.5% | +$1.74K | 0.07% | 102 |
|
2021
Q1 | $332K | Sell |
2,099
-6
| -0.3% | -$949 | 0.07% | 101 |
|
2020
Q4 | $321K | Buy |
+2,105
| New | +$321K | 0.06% | 97 |
|