Symmetry Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,806
| Closed | -$332K | – | 281 |
|
|
2024
Q2 | $332K | Hold |
1,806
| – | – | 0.02% | 383 |
|
|
2024
Q1 | $351K | Hold |
1,806
| – | – | 0.03% | 380 |
|
|
2023
Q4 | $333K | Sell |
1,806
-548
| -23% | -$101K | 0.02% | 371 |
|
|
2023
Q3 | $471K | Sell |
2,354
-1,352
| -36% | -$271K | 0.03% | 316 |
|
|
2023
Q2 | $925K | Hold |
3,706
| – | – | 0.05% | 198 |
|
|
2023
Q1 | $943K | Sell |
3,706
-361
| -9% | -$91.9K | 0.05% | 195 |
|
|
2022
Q4 | $942K | Buy |
4,067
+207
| +5% | +$47.9K | 0.06% | 192 |
|
|
2022
Q3 | $851K | Hold |
3,860
| – | – | 0.06% | 196 |
|
|
2022
Q2 | $831K | Hold |
3,860
| – | – | 0.06% | 208 |
|
|
2022
Q1 | $836K | Buy |
3,860
+1,035
| +37% | +$224K | 0.05% | 228 |
|
|
2021
Q4 | $547K | Hold |
2,825
| – | – | 0.03% | 365 |
|
|
2021
Q3 | $493K | Hold |
2,825
| – | – | 0.03% | 410 |
|
|
2021
Q2 | $492K | Sell |
2,825
-1,921
| -40% | -$335K | 0.03% | 434 |
|
|
2021
Q1 | $751K | Sell |
4,746
-1,048
| -18% | -$166K | 0.05% | 271 |
|
|
2020
Q4 | $883K | Hold |
5,794
| – | – | 0.07% | 208 |
|
|
2020
Q3 | $831K | Buy |
5,794
+1,877
| +48% | +$269K | 0.07% | 204 |
|
|
2020
Q2 | $508K | Sell |
3,917
-340
| -8% | -$44.1K | 0.06% | 148 |
|
|
2020
Q1 | $564K | Hold |
4,257
| – | – | 0.13% | 84 |
|
|
2019
Q4 | $626K | Buy |
4,257
+239
| +6% | +$35.1K | 0.13% | 115 |
|
|
2019
Q3 | $623K | Hold |
4,018
| – | – | 0.13% | 117 |
|
|
2019
Q2 | $539K | Buy |
4,018
+2,097
| +109% | +$281K | 0.11% | 148 |
|
|
2019
Q1 | $221K | Buy |
+1,921
| New | +$221K | 0.04% | 288 |
|