Veritable’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 |
-6,017
| Closed | -$1.5M | – | 358 |
|
|
2023
Q2 | $1.5M | Sell |
6,017
-6
| -0.1% | -$1.57K | 0.02% | 288 |
|
|
2023
Q1 | $1.53M | Buy |
6,023
+127
| +2% | +$29.8K | 0.03% | 281 |
|
|
2022
Q4 | $1.37M | Sell |
5,896
-59
| -1% | -$13.6K | 0.02% | 293 |
|
|
2022
Q3 | $1.31M | Sell |
5,955
-143
| -2% | -$32K | 0.03% | 288 |
|
|
2022
Q2 | $1.31M | Buy |
6,098
+200
| +3% | +$43.6K | 0.02% | 310 |
|
|
2022
Q1 | $1.28M | Sell |
5,898
-251
| -4% | -$51K | 0.02% | 344 |
|
|
2021
Q4 | $1.19M | Sell |
6,149
-186
| -3% | -$33.7K | 0.02% | 366 |
|
|
2021
Q3 | $1.07M | Buy |
6,335
+20
| +0.3% | +$3.53K | 0.02% | 371 |
|
|
2021
Q2 | $1.1M | Buy |
6,315
+350
| +6% | +$58.9K | 0.02% | 361 |
|
|
2021
Q1 | $943K | Buy |
5,965
+36
| +0.6% | +$5.42K | 0.02% | 367 |
|
|
2020
Q4 | $903K | Sell |
5,929
-179
| -3% | -$26.5K | 0.02% | 360 |
|
|
2020
Q3 | $876K | Buy |
6,108
+205
| +3% | +$29.1K | 0.02% | 349 |
|
|
2020
Q2 | $765K | Sell |
5,903
-1,055
| -15% | -$142K | 0.02% | 366 |
|
|
2020
Q1 | $922K | Sell |
6,958
-86
| -1% | -$12.7K | 0.02% | 317 |
|
|
2019
Q4 | $1.03M | Sell |
7,044
-10
| -0.1% | -$1.48K | 0.02% | 359 |
|
|
2019
Q3 | $1.09M | Buy |
7,054
+100
| +1% | +$15.1K | 0.02% | 334 |
|
|
2019
Q2 | $932K | Hold |
6,954
| – | – | 0.02% | 362 |
|
|
2019
Q1 | $799K | Buy |
6,954
+85
| +1% | +$9.26K | 0.02% | 389 |
|
|
2018
Q4 | $736K | Sell |
6,869
-75
| -1% | -$7.97K | 0.02% | 380 |
|
|
2018
Q3 | $708K | Sell |
6,944
-876
| -11% | -$86.6K | 0.01% | 421 |
|
|
2018
Q2 | $728K | Buy |
7,820
+131
| +2% | +$12.2K | 0.02% | 415 |
|
|
2018
Q1 | $761K | Buy |
7,689
+324
| +4% | +$33.5K | 0.02% | 396 |
|
|
2017
Q4 | $836K | Sell |
7,365
-343
| -4% | -$37.7K | 0.02% | 380 |
|
|
2017
Q3 | $841K | Buy |
7,708
+140
| +2% | +$14.9K | 0.02% | 382 |
|
|
2017
Q2 | $813K | Sell |
7,568
-20
| -0.3% | -$2.21K | 0.02% | 396 |
|
|
2017
Q1 | $829K | Buy |
7,588
+109
| +1% | +$11.7K | 0.02% | 367 |
|
|
2016
Q4 | $774K | Buy |
7,479
+34
| +0.5% | +$3.36K | 0.02% | 362 |
|
|
2016
Q3 | $712K | Buy |
7,445
+284
| +4% | +$30K | 0.02% | 383 |
|
|
2016
Q2 | $813K | Buy |
7,161
+164
| +2% | +$15.4K | 0.02% | 340 |
|
|
2016
Q1 | $644K | Sell |
6,997
-30
| -0.4% | -$2.68K | 0.02% | 377 |
|
|
2015
Q4 | $627K | Buy |
7,027
+315
| +5% | +$28.3K | 0.02% | 407 |
|
|
2015
Q3 | $617K | Buy |
6,712
+181
| +3% | +$16.5K | 0.02% | 398 |
|
|
2015
Q2 | $580K | Sell |
6,531
-6,512
| -50% | -$614K | 0.02% | 424 |
|
|
2015
Q1 | $1.32M | Buy |
13,043
+103
| +0.8% | +$10.7K | 0.03% | 336 |
|
|
2014
Q4 | $1.34M | Buy |
12,940
+332
| +3% | +$32.3K | 0.03% | 338 |
|
|
2014
Q3 | $1.2M | Buy |
12,608
+79
| +0.6% | +$7.32K | 0.03% | 358 |
|
|
2014
Q2 | $1.22M | Sell |
12,529
-3,262
| -21% | -$320K | 0.03% | 364 |
|
|
2014
Q1 | $1.65M | Buy |
15,791
+275
| +2% | +$28.1K | 0.04% | 287 |
|
|
2013
Q4 | $1.51M | Sell |
15,516
-47
| -0.3% | -$4.52K | 0.03% | 301 |
|
|
2013
Q3 | $1.44M | Buy |
15,563
+843
| +6% | +$78.6K | 0.03% | 305 |
|
|
2013
Q2 | $1.31M | Buy |
+14,720
| New | +$1.3M | 0.03% | 324 |
|
Other funds holding HSY
HTC
