Sterling Investment Advisors (Pennsylvania)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-350
| Closed | -$75K | – | 270 |
|
|
2022
Q2 | $75K | Sell |
350
-50
| -13% | -$10.7K | 0.03% | 201 |
|
|
2022
Q1 | $87K | Hold |
400
| – | – | 0.02% | 204 |
|
|
2021
Q4 | $77K | Hold |
400
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $68K | Hold |
400
| – | – | 0.02% | 224 |
|
|
2021
Q2 | $70K | Hold |
400
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $63K | Hold |
400
| – | – | 0.02% | 225 |
|
|
2020
Q4 | $61K | Hold |
400
| – | – | 0.02% | 212 |
|
|
2020
Q3 | $57K | Hold |
400
| – | – | 0.02% | 207 |
|
|
2020
Q2 | $51K | Hold |
400
| – | – | 0.02% | 209 |
|
|
2020
Q1 | $53K | Sell |
400
-100
| -20% | -$13.3K | 0.03% | 185 |
|
|
2019
Q4 | $73K | Hold |
500
| – | – | 0.03% | 178 |
|
|
2019
Q3 | $77K | Hold |
500
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $67K | Hold |
500
| – | – | 0.03% | 183 |
|
|
2019
Q1 | $57K | Hold |
500
| – | – | 0.03% | 196 |
|
|
2018
Q4 | $53K | Hold |
500
| – | – | 0.03% | 190 |
|
|
2018
Q3 | $51K | Hold |
500
| – | – | 0.03% | 219 |
|
|
2018
Q2 | $46K | Buy |
500
+100
| +25% | +$9.2K | 0.03% | 216 |
|
|
2018
Q1 | $40K | Buy |
+400
| New | +$40K | 0.02% | 217 |
|