Annis Gardner Whiting Capital Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97K | Buy |
42
+7
| +20% | +$1.16K | ﹤0.01% | 794 |
|
|
2025
Q1 | $5.99K | Hold |
35
| – | – | ﹤0.01% | 607 |
|
|
2024
Q4 | $5.93K | Sell |
35
-1
| -3% | -$169 | ﹤0.01% | 593 |
|
|
2024
Q3 | $6.91K | Hold |
36
| – | – | ﹤0.01% | 600 |
|
|
2024
Q2 | $6.62K | Sell |
36
-9
| -20% | -$1.65K | ﹤0.01% | 741 |
|
|
2024
Q1 | $8.76K | Buy |
45
+8
| +22% | +$1.56K | ﹤0.01% | 686 |
|
|
2023
Q4 | $6.9K | Sell |
37
-33
| -47% | -$6.15K | ﹤0.01% | 511 |
|
|
2023
Q3 | $14K | Buy |
+70
| New | +$14K | 0.01% | 433 |
|