Virtus Investment Advisers’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,230
| Closed | -$416K | – | 364 |
|
|
2023
Q4 | $416K | Hold |
2,230
| – | – | 0.31% | 104 |
|
|
2023
Q3 | $446K | Sell |
2,230
-260
| -10% | -$52K | 0.3% | 89 |
|
|
2023
Q2 | $622K | Sell |
2,490
-527
| -17% | -$132K | 0.42% | 69 |
|
|
2023
Q1 | $768K | Hold |
3,017
| – | – | 0.54% | 53 |
|
|
2022
Q4 | $699K | Buy |
3,017
+1,543
| +105% | +$357K | 0.47% | 58 |
|
|
2022
Q3 | $325K | Buy |
+1,474
| New | +$325K | 0.15% | 132 |
|
|
2018
Q1 | – | Sell |
-1,101
| Closed | -$125K | – | 211 |
|
|
2017
Q4 | $125K | Sell |
1,101
-135
| -11% | -$15.3K | 0.01% | 454 |
|
|
2017
Q3 | $135K | Sell |
1,236
-5,130
| -81% | -$560K | 0.01% | 455 |
|
|
2017
Q2 | $684K | Sell |
6,366
-253
| -4% | -$27.2K | 0.07% | 278 |
|
|
2017
Q1 | $723K | Sell |
6,619
-894
| -12% | -$97.7K | 0.06% | 284 |
|
|
2016
Q4 | $777K | Sell |
7,513
-8,781
| -54% | -$908K | 0.06% | 305 |
|
|
2016
Q3 | $1.56M | Buy |
+16,294
| New | +$1.56M | 0.1% | 247 |
|