Capital Analysts LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90K | Sell |
542
-727
| -57% | -$121K | ﹤0.01% | 695 |
|
|
2025
Q1 | $217K | Buy |
1,269
+25
| +2% | +$4.28K | 0.01% | 519 |
|
|
2024
Q4 | $211K | Hold |
1,244
| – | – | 0.01% | 479 |
|
|
2024
Q3 | $239K | Buy |
1,244
+467
| +60% | +$89.7K | 0.01% | 441 |
|
|
2024
Q2 | $143K | Hold |
777
| – | – | 0.01% | 504 |
|
|
2024
Q1 | $151K | Buy |
777
+10
| +1% | +$1.94K | 0.01% | 486 |
|
|
2023
Q4 | $143K | Buy |
+767
| New | +$143K | 0.01% | 476 |
|
|
2016
Q2 | – | Sell |
-400
| Closed | -$36.8K | – | 355 |
|
|
2016
Q1 | $36.8K | Hold |
400
| – | – | 0.01% | 294 |
|
|
2015
Q4 | $35.7K | Hold |
400
| – | – | 0.01% | 306 |
|
|
2015
Q3 | $36.8K | Hold |
400
| – | – | 0.01% | 305 |
|
|
2015
Q2 | $35.5K | Hold |
400
| – | – | 0.01% | 319 |
|
|
2015
Q1 | $40.4K | Hold |
400
| – | – | 0.01% | 302 |
|
|
2014
Q4 | $41.6K | Hold |
400
| – | – | 0.01% | 276 |
|
|
2014
Q3 | $38.2K | Hold |
400
| – | – | 0.01% | 261 |
|
|
2014
Q2 | $38.9K | Hold |
400
| – | – | 0.01% | 254 |
|
|
2014
Q1 | $41.8K | Hold |
400
| – | – | 0.01% | 239 |
|
|
2013
Q4 | $38.9K | Hold |
400
| – | – | 0.01% | 232 |
|
|
2013
Q3 | $37K | Hold |
400
| – | – | 0.01% | 224 |
|
|
2013
Q2 | $35.7K | Buy |
+400
| New | +$35.7K | 0.01% | 207 |
|