Wealthspire Advisors (Maryland)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $456K | Sell |
3,181
-311
| -9% | -$44.6K | 0.02% | 289 |
|
|
2020
Q2 | $453K | Sell |
3,492
-84
| -2% | -$10.9K | 0.03% | 276 |
|
|
2020
Q1 | $474K | Sell |
3,576
-186
| -5% | -$24.7K | 0.04% | 239 |
|
|
2019
Q4 | $553K | Buy |
3,762
+39
| +1% | +$5.73K | 0.04% | 262 |
|
|
2019
Q3 | $577K | Buy |
3,723
+15
| +0.4% | +$2.33K | 0.04% | 234 |
|
|
2019
Q2 | $497K | Sell |
3,708
-2
| -0.1% | -$268 | 0.04% | 256 |
|
|
2019
Q1 | $426K | Sell |
3,710
-26
| -0.7% | -$2.99K | 0.03% | 281 |
|
|
2018
Q4 | $400K | Buy |
3,736
+260
| +7% | +$27.8K | 0.04% | 260 |
|
|
2018
Q3 | $355K | Sell |
3,476
-6
| -0.2% | -$613 | 0.03% | 316 |
|
|
2018
Q2 | $324K | Buy |
3,482
+6
| +0.2% | +$558 | 0.03% | 338 |
|
|
2018
Q1 | $344K | Buy |
3,476
+15
| +0.4% | +$1.48K | 0.03% | 327 |
|
|
2017
Q4 | $393K | Buy |
3,461
+13
| +0.4% | +$1.48K | 0.04% | 310 |
|
|
2017
Q3 | $376K | Buy |
3,448
+102
| +3% | +$11.1K | 0.04% | 306 |
|
|
2017
Q2 | $359K | Sell |
3,346
-38
| -1% | -$4.08K | 0.04% | 299 |
|
|
2017
Q1 | $370K | Sell |
3,384
-327
| -9% | -$35.8K | 0.05% | 247 |
|
|
2016
Q4 | $384K | Sell |
3,711
-1,094
| -23% | -$113K | 0.06% | 221 |
|
|
2016
Q3 | $459K | Sell |
4,805
-1,060
| -18% | -$101K | 0.07% | 184 |
|
|
2016
Q2 | $666K | Sell |
5,865
-856
| -13% | -$97.2K | 0.11% | 133 |
|
|
2016
Q1 | $619K | Buy |
6,721
+964
| +17% | +$88.8K | 0.11% | 128 |
|
|
2015
Q4 | $514K | Buy |
+5,757
| New | +$514K | 0.1% | 147 |
|