Belpointe Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
2,600
-13
| -0.5% | -$2.16K | 0.02% | 623 |
|
|
2025
Q1 | $447K | Sell |
2,613
-8,050
| -75% | -$1.38M | 0.02% | 602 |
|
|
2024
Q4 | $2.06M | Buy |
10,663
+2,215
| +26% | +$428K | 0.12% | 165 |
|
|
2024
Q3 | $1.62M | Sell |
8,448
-1,214
| -13% | -$233K | 0.1% | 206 |
|
|
2024
Q2 | $1.78M | Buy |
+9,662
| New | +$1.78M | 0.12% | 159 |
|
|
2024
Q1 | – | Sell |
-1,105
| Closed | -$206K | – | 810 |
|
|
2023
Q4 | $206K | Sell |
1,105
-620
| -36% | -$116K | 0.02% | 656 |
|
|
2023
Q3 | $345K | Buy |
1,725
+78
| +5% | +$15.6K | 0.04% | 428 |
|
|
2023
Q2 | $411K | Sell |
1,647
-351
| -18% | -$87.6K | 0.04% | 350 |
|
|
2023
Q1 | $508K | Buy |
1,998
+96
| +5% | +$24.4K | 0.03% | 562 |
|
|
2022
Q4 | $440K | Sell |
1,902
-2
| -0.1% | -$463 | 0.03% | 594 |
|
|
2022
Q3 | $421K | Buy |
1,904
+436
| +30% | +$96.4K | 0.03% | 571 |
|
|
2022
Q2 | $316K | Sell |
1,468
-131
| -8% | -$28.2K | 0.02% | 657 |
|
|
2022
Q1 | $347K | Buy |
1,599
+556
| +53% | +$121K | 0.02% | 664 |
|
|
2021
Q4 | $202K | Buy |
1,043
+25
| +2% | +$4.84K | 0.01% | 887 |
|
|
2021
Q3 | $172K | Sell |
1,018
-3
| -0.3% | -$507 | 0.01% | 914 |
|
|
2021
Q2 | $178K | Buy |
+1,021
| New | +$178K | 0.01% | 874 |
|
|
2021
Q1 | – | Sell |
-728
| Closed | -$111K | – | 1033 |
|
|
2020
Q4 | $111K | Buy |
+728
| New | +$111K | 0.01% | 919 |
|
|
2019
Q4 | – | Sell |
-1,010
| Closed | -$157K | – | 795 |
|
|
2019
Q3 | $157K | Buy |
1,010
+30
| +3% | +$4.66K | 0.03% | 538 |
|
|
2019
Q2 | $131K | Buy |
+980
| New | +$131K | 0.03% | 517 |
|