Caprock Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $492K | Sell |
2,879
-432
| -13% | -$73.9K | 0.02% | 721 |
|
|
2024
Q4 | $561K | Buy |
3,311
+315
| +11% | +$53.3K | 0.02% | 585 |
|
|
2024
Q3 | $575K | Sell |
2,996
-406
| -12% | -$77.9K | 0.02% | 530 |
|
|
2024
Q2 | $625K | Buy |
3,402
+2,047
| +151% | +$376K | 0.03% | 482 |
|
|
2024
Q1 | $264K | Sell |
1,355
-253
| -16% | -$49.2K | 0.02% | 601 |
|
|
2023
Q4 | $300K | Buy |
1,608
+519
| +48% | +$96.8K | 0.02% | 533 |
|
|
2023
Q3 | $218K | Sell |
1,089
-112
| -9% | -$22.4K | 0.02% | 587 |
|
|
2023
Q2 | $300K | Sell |
1,201
-222
| -16% | -$55.4K | 0.02% | 500 |
|
|
2023
Q1 | $362K | Buy |
1,423
+39
| +3% | +$9.92K | 0.03% | 441 |
|
|
2022
Q4 | $320K | Buy |
1,384
+117
| +9% | +$27.1K | 0.03% | 383 |
|
|
2022
Q3 | $279K | Buy |
+1,267
| New | +$279K | 0.03% | 421 |
|
|
2022
Q2 | – | Sell |
-1,067
| Closed | -$231K | – | 585 |
|
|
2022
Q1 | $231K | Buy |
+1,067
| New | +$231K | 0.02% | 518 |
|
|
2018
Q2 | – | Sell |
-2,155
| Closed | -$213K | – | 466 |
|
|
2018
Q1 | $213K | Sell |
2,155
-5
| -0.2% | -$494 | 0.05% | 378 |
|
|
2017
Q4 | $236K | Sell |
2,160
-239
| -10% | -$26.1K | 0.05% | 377 |
|
|
2017
Q3 | $262K | Sell |
2,399
-138
| -5% | -$15.1K | 0.05% | 325 |
|
|
2017
Q2 | $272K | Buy |
2,537
+261
| +11% | +$28K | 0.06% | 300 |
|
|
2017
Q1 | $249K | Buy |
+2,276
| New | +$249K | 0.06% | 282 |
|