Caldwell Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
1,748
-350
|
|
||||
|
2025
Q1 | $359K | Buy |
2,098
+250
|
|
||||
|
2024
Q4 | $313K | Sell |
1,848
-200
|
|
||||
|
2024
Q3 | $393K | Hold |
2,048
|
|
||||
|
2024
Q2 | $376K | Sell |
2,048
-535
|
|
||||
|
2024
Q1 | $502K | Sell |
2,583
-402
|
|
||||
|
2023
Q4 | $557K | Hold |
2,985
|
|
||||
|
2023
Q3 | $597K | Hold |
2,985
|
|
||||
|
2023
Q2 | $745K | Hold |
2,985
|
|
||||
|
2023
Q1 | $759K | Sell |
2,985
-50
|
|
||||
|
2022
Q4 | $703K | Sell |
3,035
-100
|
|
||||
|
2022
Q3 | $691K | Hold |
3,135
|
|
||||
|
2022
Q2 | $675K | Hold |
3,135
|
|
||||
|
2022
Q1 | $679K | Hold |
3,135
|
|
||||
|
2021
Q4 | $607K | Sell |
3,135
-400
|
|
||||
|
2021
Q3 | $598K | Buy |
3,535
+835
|
|
||||
|
2021
Q2 | $470K | Buy |
2,700
+1,500
|
|
||||
|
2021
Q1 | $190K | Hold |
1,200
|
|
||||
|
2020
Q4 | $183K | Hold |
1,200
|
|
||||
|
2020
Q3 | $172K | Hold |
1,200
|
|
||||
|
2020
Q2 | $156K | Hold |
1,200
|
|
||||
|
2020
Q1 | $159K | Hold |
1,200
|
|
||||
|
2019
Q4 | $176K | Buy |
+1,200
|
|