Capital Investment Advisory Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
1,765
+400
| +29% | +$66.4K | 0.02% | 465 |
|
|
2025
Q1 | $233K | Buy |
+1,365
| New | +$233K | 0.02% | 503 |
|
|
2020
Q4 | – | Sell |
-2,113
| Closed | -$303K | – | 707 |
|
|
2020
Q3 | $303K | Buy |
+2,113
| New | +$303K | 0.06% | 275 |
|
|
2019
Q4 | – | Sell |
-1,270
| Closed | -$197K | – | 878 |
|
|
2019
Q3 | $197K | Hold |
1,270
| – | – | 0.05% | 269 |
|
|
2019
Q2 | $187K | Sell |
1,270
-80
| -6% | -$11.8K | 0.06% | 287 |
|
|
2019
Q1 | $155K | Hold |
1,350
| – | – | 0.06% | 254 |
|
|
2018
Q4 | $145K | Buy |
+1,350
| New | +$145K | 0.06% | 238 |
|