Taylor Hoffman Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $203K | Hold |
1,111
| – | – | 0.08% | 110 |
|
|
2024
Q1 | $216K | Hold |
1,111
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $207K | Hold |
1,111
| – | – | 0.09% | 107 |
|
|
2023
Q3 | $222K | Hold |
1,111
| – | – | 0.11% | 105 |
|
|
2023
Q2 | $277K | Hold |
1,111
| – | – | 0.14% | 95 |
|
|
2023
Q1 | $283K | Hold |
1,111
| – | – | 0.15% | 92 |
|
|
2022
Q4 | $257K | Hold |
1,111
| – | – | 0.16% | 90 |
|
|
2022
Q3 | $245K | Hold |
1,111
| – | – | 0.13% | 112 |
|
|
2022
Q2 | $246K | Hold |
1,111
| – | – | 0.12% | 114 |
|
|
2022
Q1 | $241K | Hold |
1,111
| – | – | 0.1% | 124 |
|
|
2021
Q4 | $215K | Buy |
+1,111
| New | +$215K | 0.08% | 129 |
|
|
2020
Q3 | – | Sell |
-1,387
| Closed | -$180K | – | 224 |
|
|
2020
Q2 | $180K | Buy |
+1,387
| New | +$180K | 0.11% | 121 |
|
|
2020
Q1 | – | Sell |
-1,387
| Closed | -$204K | – | 229 |
|
|
2019
Q4 | $204K | Hold |
1,387
| – | – | 0.13% | 121 |
|
|
2019
Q3 | $215K | Buy |
1,387
+500
| +56% | +$77.5K | 0.15% | 116 |
|
|
2019
Q2 | $119K | Sell |
887
-500
| -36% | -$67.1K | 0.1% | 142 |
|
|
2019
Q1 | $159K | Hold |
1,387
| – | – | 0.12% | 123 |
|
|
2018
Q4 | $149K | Hold |
1,387
| – | – | 0.13% | 113 |
|
|
2018
Q3 | $141K | Buy |
1,387
+170
| +14% | +$17.3K | 0.11% | 118 |
|
|
2018
Q2 | $113K | Sell |
1,217
-50
| -4% | -$4.64K | 0.1% | 121 |
|
|
2018
Q1 | $125K | Hold |
1,267
| – | – | 0.11% | 121 |
|
|
2017
Q4 | $144K | Buy |
+1,267
| New | +$144K | 0.14% | 113 |
|