Suncoast Equity Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,707
| Closed | -$1.86M | – | 78 |
|
|
2024
Q3 | $1.86M | Buy |
9,707
+220
| +2% | +$42.2K | 0.21% | 34 |
|
|
2024
Q2 | $1.74M | Sell |
9,487
-3,560
| -27% | -$654K | 0.19% | 34 |
|
|
2024
Q1 | $2.54M | Buy |
13,047
+1,042
| +9% | +$203K | 0.3% | 28 |
|
|
2023
Q4 | $2.24M | Buy |
12,005
+427
| +4% | +$79.6K | 0.3% | 29 |
|
|
2023
Q3 | $2.32M | Buy |
11,578
+1,310
| +13% | +$262K | 0.35% | 27 |
|
|
2023
Q2 | $2.56M | Buy |
10,268
+870
| +9% | +$217K | 0.38% | 27 |
|
|
2023
Q1 | $2.39M | Buy |
9,398
+749
| +9% | +$191K | 0.4% | 24 |
|
|
2022
Q4 | $2M | Buy |
8,649
+964
| +13% | +$223K | 0.37% | 23 |
|
|
2022
Q3 | $1.69M | Buy |
7,685
+10
| +0.1% | +$2.2K | 0.33% | 24 |
|
|
2022
Q2 | $1.65M | Buy |
7,675
+700
| +10% | +$151K | 0.29% | 25 |
|
|
2022
Q1 | $1.51M | Buy |
6,975
+1,985
| +40% | +$430K | 0.22% | 24 |
|
|
2021
Q4 | $965K | Buy |
4,990
+134
| +3% | +$25.9K | 0.12% | 29 |
|
|
2021
Q3 | $822K | Buy |
4,856
+536
| +12% | +$90.7K | 0.11% | 27 |
|
|
2021
Q2 | $752K | Buy |
4,320
+205
| +5% | +$35.7K | 0.1% | 29 |
|
|
2021
Q1 | $651K | Buy |
4,115
+220
| +6% | +$34.8K | 0.1% | 28 |
|
|
2020
Q4 | $593K | Buy |
3,895
+175
| +5% | +$26.6K | 0.09% | 30 |
|
|
2020
Q3 | $533K | Buy |
3,720
+640
| +21% | +$91.7K | 0.09% | 27 |
|
|
2020
Q2 | $399K | Sell |
3,080
-25
| -0.8% | -$3.24K | 0.07% | 30 |
|
|
2020
Q1 | $411K | Buy |
3,105
+152
| +5% | +$20.1K | 0.1% | 26 |
|
|
2019
Q4 | $434K | Buy |
2,953
+28
| +1% | +$4.12K | 0.09% | 31 |
|
|
2019
Q3 | $453K | Buy |
2,925
+840
| +40% | +$130K | 0.1% | 30 |
|
|
2019
Q2 | $279K | Buy |
+2,085
| New | +$279K | 0.06% | 34 |
|