Sullivan, Bruyette, Speros & Blaney’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$424K Hold
2020
Q4
$408K Hold
2020
Q3
$384K Hold
2020
Q2
$348K Sell
2020
Q1
$361K Hold
2019
Q4
$400K Hold
2019
Q3
$422K Sell
2019
Q2
$393K Buy
2019
Q1
$332K Hold
2018
Q4
$309K Hold
2018
Q3
$294K Hold
2018
Q2
$269K Hold
2018
Q1
$286K Hold
2017
Q4
$328K Hold
2017
Q3
$315K Hold
2017
Q2
$310K Hold
2017
Q1
$315K Hold
2016
Q4
$299K Hold
2016
Q3
$276K Hold
2016
Q2
$328K Buy