Cape Investment Advisory’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73K | Hold |
16
| – | – | ﹤0.01% | 889 |
|
|
2025
Q1 | $2.79K | Sell |
16
-5
| -24% | -$872 | ﹤0.01% | 847 |
|
|
2024
Q4 | $3.59K | Buy |
21
+5
| +31% | +$855 | ﹤0.01% | 804 |
|
|
2024
Q3 | $3.08K | Hold |
16
| – | – | ﹤0.01% | 779 |
|
|
2024
Q2 | $2.93K | Hold |
16
| – | – | ﹤0.01% | 751 |
|
|
2024
Q1 | $3.08K | Hold |
16
| – | – | ﹤0.01% | 721 |
|
|
2023
Q4 | $2.93K | Hold |
16
| – | – | ﹤0.01% | 872 |
|
|
2023
Q3 | $3.13K | Hold |
16
| – | – | ﹤0.01% | 739 |
|
|
2023
Q2 | $3.88K | Buy |
16
+1
| +7% | +$243 | ﹤0.01% | 695 |
|
|
2023
Q1 | $3.94K | Buy |
+15
| New | +$3.94K | ﹤0.01% | 723 |
|