Aptus 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 | $6.13M | Sell |
36,967
-2,813
| -7% | -$467K | 0.05% | 260 |
|
|
2025
Q1 | $6.8M | Buy |
39,780
+5,642
| +17% | +$965K | 0.07% | 233 |
|
|
2024
Q4 | $5.78M | Buy |
34,138
+30,734
| +903% | +$5.2M | 0.06% | 237 |
|
|
2024
Q3 | $653K | Sell |
3,404
-566
| -14% | -$109K | 0.01% | 484 |
|
|
2024
Q2 | $730K | Buy |
3,970
+112
| +3% | +$20.6K | 0.01% | 434 |
|
|
2024
Q1 | $750K | Buy |
3,858
+270
| +8% | +$52.5K | 0.01% | 428 |
|
|
2023
Q4 | $669K | Sell |
3,588
-482
| -12% | -$89.9K | 0.02% | 336 |
|
|
2023
Q3 | $814K | Sell |
4,070
-367
| -8% | -$73.4K | 0.02% | 316 |
|
|
2023
Q2 | $1.11M | Sell |
4,437
-40
| -0.9% | -$9.99K | 0.03% | 250 |
|
|
2023
Q1 | $1.14M | Sell |
4,477
-3,032
| -40% | -$771K | 0.03% | 254 |
|
|
2022
Q4 | $1.74M | Sell |
7,509
-438
| -6% | -$101K | 0.05% | 220 |
|
|
2022
Q3 | $1.75M | Buy |
7,947
+3,468
| +77% | +$765K | 0.04% | 208 |
|
|
2022
Q2 | $964K | Sell |
4,479
-42
| -0.9% | -$9.04K | 0.03% | 235 |
|
|
2022
Q1 | $979K | Buy |
4,521
+3,265
| +260% | +$707K | 0.02% | 245 |
|
|
2021
Q4 | $243K | Buy |
+1,256
| New | +$243K | 0.01% | 331 |
|
|
2019
Q4 | – | Sell |
-16,117
| Closed | -$2.5M | – | 477 |
|
|
2019
Q3 | $2.5M | Buy |
+16,117
| New | +$2.5M | 0.14% | 70 |
|