Caldwell Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Sell |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $557K | Hold |
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|
2023
Q3 | $597K | Hold |
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|
2023
Q2 | $745K | Hold |
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|
2023
Q1 | $759K | Sell |
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|
2022
Q4 | $703K | Sell |
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|
2022
Q3 | $691K | Hold |
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|
2022
Q2 | $675K | Hold |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $598K | Buy |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $190K | Hold |
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|
2020
Q4 | $183K | Hold |
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|
2020
Q3 | $172K | Hold |
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|
2020
Q2 | $156K | Hold |
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|
2020
Q1 | $159K | Hold |
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|
2019
Q4 | $176K | Buy |
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