Capital Advisors Inc’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,498
| Closed | -$256K | – | 332 |
|
|
2025
Q1 | $256K | Sell |
1,498
-607
| -29% | -$104K | 0.01% | 276 |
|
|
2024
Q4 | $356K | Buy |
2,105
+133
| +7% | +$22.5K | 0.01% | 228 |
|
|
2024
Q3 | $378K | Sell |
1,972
-4
| -0.2% | -$767 | 0.01% | 221 |
|
|
2024
Q2 | $363K | Buy |
1,976
+909
| +85% | +$167K | 0.01% | 230 |
|
|
2024
Q1 | $208K | Buy |
+1,067
| New | +$208K | ﹤0.01% | 293 |
|
|
2023
Q4 | – | Sell |
-1,057
| Closed | -$211K | – | 292 |
|
|
2023
Q3 | $211K | Sell |
1,057
-28
| -3% | -$5.6K | 0.01% | 241 |
|
|
2023
Q2 | $271K | Buy |
1,085
+210
| +24% | +$52.4K | 0.01% | 229 |
|
|
2023
Q1 | $223K | Buy |
875
+8
| +0.9% | +$2.04K | 0.01% | 238 |
|
|
2022
Q4 | $201K | Buy |
+867
| New | +$201K | 0.01% | 242 |
|