Sullivan, Bruyette, Speros & Blaney’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $424K | Hold |
2,681
| – | – | 0.02% | 199 |
|
|
2020
Q4 | $408K | Hold |
2,681
| – | – | 0.02% | 186 |
|
|
2020
Q3 | $384K | Hold |
2,681
| – | – | 0.02% | 172 |
|
|
2020
Q2 | $348K | Sell |
2,681
-43
| -2% | -$5.58K | 0.02% | 170 |
|
|
2020
Q1 | $361K | Hold |
2,724
| – | – | 0.03% | 147 |
|
|
2019
Q4 | $400K | Hold |
2,724
| – | – | 0.02% | 162 |
|
|
2019
Q3 | $422K | Sell |
2,724
-206
| -7% | -$31.9K | 0.03% | 150 |
|
|
2019
Q2 | $393K | Buy |
2,930
+43
| +1% | +$5.77K | 0.02% | 153 |
|
|
2019
Q1 | $332K | Hold |
2,887
| – | – | 0.02% | 156 |
|
|
2018
Q4 | $309K | Hold |
2,887
| – | – | 0.02% | 148 |
|
|
2018
Q3 | $294K | Hold |
2,887
| – | – | 0.03% | 135 |
|
|
2018
Q2 | $269K | Hold |
2,887
| – | – | 0.03% | 138 |
|
|
2018
Q1 | $286K | Hold |
2,887
| – | – | 0.03% | 133 |
|
|
2017
Q4 | $328K | Hold |
2,887
| – | – | 0.03% | 126 |
|
|
2017
Q3 | $315K | Hold |
2,887
| – | – | 0.03% | 120 |
|
|
2017
Q2 | $310K | Hold |
2,887
| – | – | 0.03% | 117 |
|
|
2017
Q1 | $315K | Hold |
2,887
| – | – | 0.03% | 111 |
|
|
2016
Q4 | $299K | Hold |
2,887
| – | – | 0.03% | 112 |
|
|
2016
Q3 | $276K | Hold |
2,887
| – | – | 0.03% | 116 |
|
|
2016
Q2 | $328K | Buy |
+2,887
| New | +$328K | 0.03% | 103 |
|