American Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,674
| Closed | -$2.15M | – | 189 |
|
|
2024
Q4 | $2.15M | Sell |
12,674
-6,181
| -33% | -$1.05M | 0.16% | 85 |
|
|
2024
Q3 | $3.62M | Sell |
18,855
-4,144
| -18% | -$795K | 0.3% | 52 |
|
|
2024
Q2 | $4.23M | Sell |
22,999
-1,652
| -7% | -$304K | 0.35% | 50 |
|
|
2024
Q1 | $4.79M | Buy |
24,651
+6,337
| +35% | +$1.23M | 0.4% | 47 |
|
|
2023
Q4 | $3.41M | Sell |
18,314
-316
| -2% | -$58.9K | 0.25% | 70 |
|
|
2023
Q3 | $3.73M | Buy |
18,630
+2,056
| +12% | +$411K | 0.29% | 57 |
|
|
2023
Q2 | $4.14M | Sell |
16,574
-80
| -0.5% | -$20K | 0.29% | 65 |
|
|
2023
Q1 | $4.24M | Buy |
16,654
+1,362
| +9% | +$347K | 0.29% | 65 |
|
|
2022
Q4 | $3.54M | Buy |
15,292
+1,305
| +9% | +$302K | 0.33% | 75 |
|
|
2022
Q3 | $3.08M | Buy |
13,987
+2,780
| +25% | +$613K | 0.26% | 77 |
|
|
2022
Q2 | $2.41M | Buy |
+11,207
| New | +$2.41M | 0.19% | 90 |
|