American Trust Investment Advisors’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,241
Closed -$5.42M 113
2024
Q3
$5.42M Buy
28,241
+830
+3% +$159K 2.22% 15
2024
Q2
$5.04M Buy
27,411
+420
+2% +$77.2K 2.45% 13
2024
Q1
$5.25M Buy
26,991
+367
+1% +$71.4K 2.5% 14
2023
Q4
$4.96M Buy
+26,624
New +$4.96M 2.58% 12