TCI Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-809
| Closed | -$202K | – | 199 |
|
|
2023
Q2 | $202K | Sell |
809
-4
| -0.5% | -$1.05K | 0.03% | 186 |
|
|
2023
Q1 | $207K | Buy |
813
+1
| +0.1% | +$235 | 0.03% | 183 |
|
|
2022
Q4 | $188K | Buy |
812
+7
| +0.9% | +$1.61K | 0.03% | 187 |
|
|
2022
Q3 | $177K | Sell |
805
-29
| -3% | -$6.5K | 0.03% | 177 |
|
|
2022
Q2 | $179K | Sell |
834
-53
| -6% | -$11.6K | 0.03% | 176 |
|
|
2022
Q1 | $193K | Sell |
887
-107
| -11% | -$21.7K | 0.03% | 178 |
|
|
2021
Q4 | $192K | Buy |
994
+1
| +0.1% | +$181 | 0.03% | 182 |
|
|
2021
Q3 | $168K | Buy |
993
+239
| +32% | +$42.2K | 0.03% | 209 |
|
|
2021
Q2 | $131K | Buy |
754
+1
| +0.1% | +$168 | 0.02% | 236 |
|
|
2021
Q1 | $119K | Buy |
753
+36
| +5% | +$5.42K | 0.05% | 211 |
|
|
2020
Q4 | $109K | Buy |
717
+1
| +0.1% | +$148 | 0.05% | 220 |
|
|
2020
Q3 | $103K | Buy |
716
+1
| +0.1% | +$142 | 0.04% | 203 |
|
|
2020
Q2 | $93K | Buy |
715
+2
| +0.3% | +$269 | 0.04% | 221 |
|
|
2020
Q1 | $95K | Buy |
713
+1
| +0.1% | +$148 | 0.05% | 207 |
|
|
2019
Q4 | $105K | Sell |
712
-142
| -17% | -$21.1K | 0.04% | 252 |
|
|
2019
Q3 | $132K | Buy |
854
+144
| +20% | +$21.7K | 0.06% | 183 |
|
|
2019
Q2 | $95K | Buy |
710
+1
| +0.1% | +$127 | 0.04% | 219 |
|
|
2019
Q1 | $81K | Buy |
709
+2
| +0.3% | +$218 | 0.04% | 263 |
|
|
2018
Q4 | $76K | Buy |
707
+1
| +0.1% | +$106 | 0.04% | 260 |
|
|
2018
Q3 | $72K | Buy |
706
+2
| +0.3% | +$198 | 0.03% | 279 |
|
|
2018
Q2 | $66K | Buy |
704
+1
| +0.1% | +$93 | 0.03% | 283 |
|
|
2018
Q1 | $70K | Sell |
703
-38
| -5% | -$3.93K | 0.03% | 271 |
|
|
2017
Q4 | $84K | Buy |
741
+41
| +6% | +$4.51K | 0.04% | 258 |
|
|
2017
Q3 | $76K | Buy |
700
+1
| +0.1% | +$107 | 0.04% | 251 |
|
|
2017
Q2 | $75K | Buy |
699
+1
| +0.1% | +$110 | 0.04% | 247 |
|
|
2017
Q1 | $76K | Buy |
698
+1
| +0.1% | +$107 | 0.04% | 246 |
|
|
2016
Q4 | $72K | Buy |
697
+2
| +0.3% | +$197 | 0.04% | 274 |
|
|
2016
Q3 | $66K | Buy |
695
+1
| +0.1% | +$106 | 0.04% | 264 |
|
|
2016
Q2 | $79K | Buy |
694
+1
| +0.1% | +$94 | 0.04% | 236 |
|
|
2016
Q1 | $64K | Sell |
693
-677
| -49% | -$60.4K | 0.04% | 263 |
|
|
2015
Q4 | $122K | Buy |
1,370
+2
| +0.1% | +$179 | 0.07% | 187 |
|
|
2015
Q3 | $126K | Buy |
1,368
+1
| +0.1% | +$91 | 0.08% | 177 |
|
|
2015
Q2 | $121K | Buy |
1,367
+256
| +23% | +$24.1K | 0.07% | 178 |
|
|
2015
Q1 | $112K | Buy |
1,111
+159
| +17% | +$16.6K | 0.07% | 164 |
|
|
2014
Q4 | $99K | Hold |
952
| – | – | 0.06% | 175 |
|
|
2014
Q3 | $91K | Buy |
952
+552
| +138% | +$51.1K | 0.06% | 178 |
|
|
2014
Q2 | $39K | Hold |
400
| – | – | 0.02% | 266 |
|
|
2014
Q1 | $72K | Hold |
400
| – | – | 0.05% | 197 |
|
|
2013
Q4 | $39K | Sell |
400
-23
| -5% | -$2.21K | 0.02% | 269 |
|
|
2013
Q3 | $39K | Buy |
423
+23
| +6% | +$2.14K | 0.03% | 227 |
|
|
2013
Q2 | $36K | Buy |
+400
| New | +$35.3K | 0.03% | 244 |
|
Other funds holding HSY
HTC
