SUMMIT PLACE FINANCIAL ADVISORS, LLC – The Hershey Company Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$1.98M
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
+2.47%
quarter
The Hershey Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.91% | -175 shares | 10K | $220.47 | 9.00K |
| Q2 2022 | share | Decrease | -8.75% | -880 shares | -204K | $215.16 | 9.17K |
| Q1 2022 | share | Decrease | -21.29% | -2.72K shares | -293K | $216.63 | 10.05K |
| Q4 2021 | share | Increase | +0.12% | 15 shares | 312K | $191.27 | 12.77K |
| Q3 2021 | share | Increase | +2.00% | 250 shares | -20K | $168.41 | 12.76K |
| Q2 2021 | share | Decrease | -11.76% | -1.66K shares | -63K | $172.45 | 12.51K |
| Q1 2021 | share | Increase | +0.89% | 125 shares | 102K | $155.87 | 14.18K |
| Q4 2020 | share | Increase | +6.84% | 900 shares | 255K | $149.34 | 14.05K |
| Q3 2020 | share | Increase | +2.53% | 325 shares | 223K | $139.77 | 13.15K |
| Q2 2020 | share | Increase | 0.00% | 12.83K shares | 1.66M | $125.71 | 12.83K |