Winslow Evans & Crocker’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $145K | Hold |
952
| – | – | 0.03% | 384 |
|
2020
Q3 | $136K | Hold |
952
| – | – | 0.03% | 318 |
|
2020
Q2 | $123K | Buy |
952
+6
| +0.6% | +$775 | 0.03% | 329 |
|
2020
Q1 | $126K | Buy |
946
+100
| +12% | +$13.3K | 0.04% | 296 |
|
2019
Q4 | $126K | Sell |
846
-24
| -3% | -$3.57K | 0.03% | 357 |
|
2019
Q3 | $136K | Hold |
870
| – | – | 0.04% | 341 |
|
2019
Q2 | $118K | Buy |
870
+24
| +3% | +$3.26K | 0.03% | 363 |
|
2019
Q1 | $98K | Hold |
846
| – | – | 0.03% | 386 |
|
2018
Q4 | $92K | Hold |
846
| – | – | 0.03% | 370 |
|
2018
Q3 | $88K | Hold |
846
| – | – | 0.03% | 393 |
|
2018
Q2 | $80K | Hold |
846
| – | – | 0.03% | 410 |
|
2018
Q1 | $83.6K | Hold |
846
| – | – | 0.03% | 385 |
|
2017
Q4 | $95.9K | Hold |
846
| – | – | 0.03% | 375 |
|
2017
Q3 | $92.3K | Buy |
846
+1
| +0.1% | +$109 | 0.03% | 374 |
|
2017
Q2 | $90.7K | Sell |
845
-1
| -0.1% | -$107 | 0.02% | 450 |
|
2017
Q1 | $92.3K | Hold |
846
| – | – | 0.03% | 427 |
|
2016
Q4 | $87.4K | Hold |
846
| – | – | 0.03% | 429 |
|
2016
Q3 | $80.8K | Hold |
846
| – | – | 0.02% | 442 |
|
2016
Q2 | $95.9K | Buy |
846
+1
| +0.1% | +$113 | 0.03% | 388 |
|
2016
Q1 | $77.8K | Sell |
845
-1
| -0.1% | -$92 | 0.02% | 416 |
|
2015
Q4 | $75.4K | Hold |
846
| – | – | 0.02% | 450 |
|
2015
Q3 | $77.6K | Buy |
846
+44
| +5% | +$4.04K | 0.02% | 434 |
|
2015
Q2 | $71.2K | Sell |
802
-164
| -17% | -$14.6K | 0.02% | 488 |
|
2015
Q1 | $97.4K | Buy |
966
+14
| +1% | +$1.41K | 0.03% | 427 |
|
2014
Q4 | $98.8K | Hold |
952
| – | – | 0.03% | 417 |
|
2014
Q3 | $90.8K | Buy |
952
+1
| +0.1% | +$95 | 0.03% | 439 |
|
2014
Q2 | $92.6K | Hold |
951
| – | – | 0.03% | 380 |
|
2014
Q1 | $99.3K | Sell |
951
-350
| -27% | -$36.5K | 0.03% | 352 |
|
2013
Q4 | $127K | Buy |
+1,301
| New | +$127K | 0.04% | 342 |
|