Smith Salley Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,109
| Closed | -$890K | – | 232 |
|
|
2022
Q1 | $890K | Sell |
4,109
-10
| -0.2% | -$2.17K | 0.07% | 147 |
|
|
2021
Q4 | $797K | Buy |
4,119
+227
| +6% | +$43.9K | 0.06% | 161 |
|
|
2021
Q3 | $659K | Buy |
3,892
+315
| +9% | +$53.3K | 0.05% | 173 |
|
|
2021
Q2 | $623K | Buy |
3,577
+335
| +10% | +$58.3K | 0.05% | 173 |
|
|
2021
Q1 | $513K | Sell |
3,242
-34
| -1% | -$5.38K | 0.05% | 168 |
|
|
2020
Q4 | $499K | Buy |
3,276
+729
| +29% | +$111K | 0.05% | 157 |
|
|
2020
Q3 | $365K | Buy |
2,547
+30
| +1% | +$4.3K | 0.04% | 150 |
|
|
2020
Q2 | $326K | Buy |
2,517
+344
| +16% | +$44.6K | 0.04% | 154 |
|
|
2020
Q1 | $288K | Sell |
2,173
-418
| -16% | -$55.4K | 0.05% | 153 |
|
|
2019
Q4 | $381K | Buy |
2,591
+126
| +5% | +$18.5K | 0.05% | 145 |
|
|
2019
Q3 | $382K | Sell |
2,465
-675
| -21% | -$105K | 0.05% | 142 |
|
|
2019
Q2 | $421K | Buy |
3,140
+150
| +5% | +$20.1K | 0.06% | 133 |
|
|
2019
Q1 | $343K | Buy |
2,990
+906
| +43% | +$104K | 0.06% | 142 |
|
|
2018
Q4 | $223K | Buy |
2,084
+36
| +2% | +$3.85K | 0.04% | 160 |
|
|
2018
Q3 | $209K | Buy |
+2,048
| New | +$209K | 0.03% | 179 |
|