Capital Advisors Ltd’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Sell |
10
-4
| -29% | -$800 | ﹤0.01% | 1070 |
|
|
2025
Q1 | $2K | Sell |
14
-3
| -18% | -$429 | ﹤0.01% | 1062 |
|
|
2024
Q4 | $3K | Sell |
17
-91
| -84% | -$16.1K | ﹤0.01% | 1010 |
|
|
2024
Q3 | $21K | Sell |
108
-32
| -23% | -$6.22K | ﹤0.01% | 602 |
|
|
2024
Q2 | $26K | Buy |
140
+96
| +218% | +$17.8K | ﹤0.01% | 561 |
|
|
2024
Q1 | $9K | Buy |
44
+32
| +267% | +$6.55K | ﹤0.01% | 740 |
|
|
2023
Q4 | $2K | Sell |
12
-34
| -74% | -$5.67K | ﹤0.01% | 1026 |
|
|
2023
Q3 | $9K | Buy |
46
+15
| +48% | +$2.94K | ﹤0.01% | 705 |
|
|
2023
Q2 | $8K | Hold |
31
| – | – | ﹤0.01% | 732 |
|
|
2023
Q1 | $8K | Buy |
31
+17
| +121% | +$4.39K | ﹤0.01% | 590 |
|
|
2022
Q4 | $3K | Sell |
14
-2
| -13% | -$429 | ﹤0.01% | 769 |
|
|
2022
Q3 | $4K | Buy |
16
+1
| +7% | +$250 | ﹤0.01% | 679 |
|
|
2022
Q2 | $3K | Buy |
15
+1
| +7% | +$200 | ﹤0.01% | 623 |
|
|
2022
Q1 | $3K | Buy |
14
+4
| +40% | +$857 | ﹤0.01% | 611 |
|
|
2021
Q4 | $2K | Buy |
10
+2
| +25% | +$400 | ﹤0.01% | 594 |
|
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 492 |
|