Capital Analysts LLC’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
$101K Hold
2025
Q2
$90K Sell
2025
Q1
$217K Buy
2024
Q4
$211K Hold
2024
Q3
$239K Buy
2024
Q2
$143K Hold
2024
Q1
$151K Buy
2023
Q4
$143K Buy
2016
Q2
Sell
2016
Q1
$36.8K Hold
2015
Q4
$35.7K Hold
2015
Q3
$36.8K Hold
2015
Q2
$35.5K Hold
2015
Q1
$40.4K Hold
2014
Q4
$41.6K Hold
2014
Q3
$38.2K Hold
2014
Q2
$38.9K Hold
2014
Q1
$41.8K Hold
2013
Q4
$38.9K Hold
2013
Q3
$37K Hold
2013
Q2
$35.7K Buy