Vantage Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $180K | Hold |
1,766
| – | – | 0.04% | 157 |
|
2018
Q2 | $164K | Hold |
1,766
| – | – | 0.04% | 163 |
|
2018
Q1 | $175K | Hold |
1,766
| – | – | 0.04% | 151 |
|
2017
Q4 | $200K | Hold |
1,766
| – | – | 0.05% | 147 |
|
2017
Q3 | $193K | Buy |
1,766
+1
| +0.1% | +$109 | 0.05% | 142 |
|
2017
Q2 | $190K | Hold |
1,765
| – | – | 0.05% | 133 |
|
2017
Q1 | $193K | Hold |
1,765
| – | – | 0.06% | 130 |
|
2016
Q4 | $183K | Hold |
1,765
| – | – | 0.07% | 125 |
|
2016
Q3 | $169K | Hold |
1,765
| – | – | 0.08% | 119 |
|
2016
Q2 | $200K | Sell |
1,765
-25
| -1% | -$2.83K | 0.08% | 121 |
|
2016
Q1 | $162K | Sell |
1,790
-1,203
| -40% | -$109K | 0.07% | 127 |
|
2015
Q4 | $267K | Buy |
2,993
+1,406
| +89% | +$125K | 0.13% | 98 |
|
2015
Q3 | $146K | Sell |
1,587
-500
| -24% | -$46K | 0.08% | 129 |
|
2015
Q2 | $185K | Sell |
2,087
-1,339
| -39% | -$119K | 0.1% | 121 |
|
2015
Q1 | $346K | Buy |
3,426
+1,374
| +67% | +$139K | 0.1% | 116 |
|
2014
Q4 | $213K | Sell |
2,052
-23,749
| -92% | -$2.47M | 0.12% | 104 |
|
2014
Q3 | $2.46M | Sell |
25,801
-5,038
| -16% | -$481K | 1.49% | 23 |
|
2014
Q2 | $3M | Buy |
30,839
+573
| +2% | +$55.8K | 1.84% | 16 |
|
2014
Q1 | $3.16M | Buy |
30,266
+25,589
| +547% | +$2.67M | 2.09% | 12 |
|
2013
Q4 | $455K | Buy |
+4,677
| New | +$455K | 0.31% | 59 |
|