SWK
Stephen W. Kidder’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,050
| Closed | -$203K | – | 79 |
|
|
2021
Q4 | $203K | Buy |
+1,050
| New | +$203K | 0.06% | 72 |
|
|
2021
Q3 | – | Sell |
-1,200
| Closed | -$209K | – | 76 |
|
|
2021
Q2 | $209K | Sell |
1,200
-100
| -8% | -$17.4K | 0.06% | 73 |
|
|
2021
Q1 | $206K | Sell |
1,300
-129
| -9% | -$20.4K | 0.07% | 72 |
|
|
2020
Q4 | $218K | Sell |
1,429
-71
| -5% | -$10.8K | 0.07% | 68 |
|
|
2020
Q3 | $215K | Sell |
1,500
-100
| -6% | -$14.3K | 0.08% | 67 |
|
|
2020
Q2 | $207K | Sell |
1,600
-100
| -6% | -$12.9K | 0.08% | 66 |
|
|
2020
Q1 | $225K | Hold |
1,700
| – | – | 0.1% | 62 |
|
|
2019
Q4 | $250K | Sell |
1,700
-100
| -6% | -$14.7K | 0.09% | 66 |
|
|
2019
Q3 | $279K | Sell |
1,800
-192
| -10% | -$29.8K | 0.11% | 61 |
|
|
2019
Q2 | $267K | Sell |
1,992
-108
| -5% | -$14.5K | 0.11% | 64 |
|
|
2019
Q1 | $241K | Sell |
2,100
-100
| -5% | -$11.5K | 0.1% | 70 |
|
|
2018
Q4 | $236K | Hold |
2,200
| – | – | 0.1% | 73 |
|
|
2018
Q3 | $224K | Hold |
2,200
| – | – | 0.08% | 85 |
|
|
2018
Q2 | $205K | Sell |
2,200
-100
| -4% | -$9.32K | 0.08% | 86 |
|
|
2018
Q1 | $228K | Sell |
2,300
-100
| -4% | -$9.91K | 0.09% | 87 |
|
|
2017
Q4 | $272K | Hold |
2,400
| – | – | 0.1% | 86 |
|
|
2017
Q3 | $262K | Hold |
2,400
| – | – | 0.1% | 87 |
|
|
2017
Q2 | $258K | Sell |
2,400
-100
| -4% | -$10.8K | 0.1% | 86 |
|
|
2017
Q1 | $273K | Sell |
2,500
-100
| -4% | -$10.9K | 0.11% | 84 |
|
|
2016
Q4 | $269K | Hold |
2,600
| – | – | 0.11% | 90 |
|
|
2016
Q3 | $249K | Sell |
2,600
-300
| -10% | -$28.7K | 0.1% | 93 |
|
|
2016
Q2 | $329K | Sell |
2,900
-200
| -6% | -$22.7K | 0.13% | 83 |
|
|
2016
Q1 | $285K | Hold |
3,100
| – | – | 0.12% | 85 |
|
|
2015
Q4 | $277K | Sell |
3,100
-60
| -2% | -$5.36K | 0.12% | 88 |
|
|
2015
Q3 | $290K | Hold |
3,160
| – | – | 0.15% | 77 |
|
|
2015
Q2 | $281K | Sell |
3,160
-100
| -3% | -$8.89K | 0.13% | 82 |
|
|
2015
Q1 | $329K | Buy |
3,260
+60
| +2% | +$6.06K | 0.14% | 81 |
|
|
2014
Q4 | $333K | Hold |
3,200
| – | – | 0.14% | 80 |
|
|
2014
Q3 | $305K | Buy |
+3,200
| New | +$305K | 0.14% | 84 |
|