Willingdon Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $17K | Sell |
130
-17
| -12% | -$2.22K | ﹤0.01% | 188 |
|
|
2019
Q4 | $22K | Sell |
147
-10
| -6% | -$1.5K | ﹤0.01% | 211 |
|
|
2019
Q3 | $24K | Sell |
157
-33,725
| -100% | -$5.16M | 0.01% | 204 |
|
|
2019
Q2 | $4.54M | Buy |
33,882
+1,690
| +5% | +$227K | 1.05% | 32 |
|
|
2019
Q1 | $3.7M | Buy |
32,192
+785
| +2% | +$90.2K | 0.91% | 41 |
|
|
2018
Q4 | $3.37M | Buy |
31,407
+515
| +2% | +$55.2K | 0.97% | 32 |
|
|
2018
Q3 | $3.15M | Buy |
30,892
+2,509
| +9% | +$256K | 0.86% | 46 |
|
|
2018
Q2 | $2.64M | Buy |
28,383
+1,326
| +5% | +$123K | 0.81% | 54 |
|
|
2018
Q1 | $2.68M | Buy |
27,057
+26,857
| +13,429% | +$2.66M | 0.85% | 47 |
|
|
2017
Q4 | $23K | Hold |
200
| – | – | 0.01% | 193 |
|
|
2017
Q3 | $22K | Buy |
+200
| New | +$22K | 0.01% | 184 |
|
|
2016
Q2 | – | Sell |
-14,358
| Closed | -$1.32M | – | 121 |
|
|
2016
Q1 | $1.32M | Sell |
14,358
-479
| -3% | -$44.1K | 0.81% | 58 |
|
|
2015
Q4 | $1.32M | Buy |
14,837
+537
| +4% | +$47.9K | 1.21% | 41 |
|
|
2015
Q3 | $1.31M | Sell |
14,300
-49
| -0.3% | -$4.5K | 1.56% | 27 |
|
|
2015
Q2 | $1.28M | Buy |
+14,349
| New | +$1.28M | 1.22% | 35 |
|