Capstone Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
15,159
+13,479
| +802% | +$2.24M | 0.01% | 259 |
|
|
2025
Q1 | $287K | Sell |
1,680
-12,260
| -88% | -$2.1M | ﹤0.01% | 458 |
|
|
2024
Q4 | $2.36M | Buy |
13,940
+8,085
| +138% | +$1.37M | 0.01% | 257 |
|
|
2024
Q3 | $1.12M | Sell |
5,855
-1,033
| -15% | -$198K | ﹤0.01% | 267 |
|
|
2024
Q2 | $1.27M | Buy |
6,888
+3,214
| +87% | +$591K | ﹤0.01% | 289 |
|
|
2024
Q1 | $715K | Sell |
3,674
-5,557
| -60% | -$1.08M | ﹤0.01% | 689 |
|
|
2023
Q4 | $1.72M | Buy |
9,231
+2,508
| +37% | +$468K | 0.01% | 244 |
|
|
2023
Q3 | $1.35M | Buy |
+6,723
| New | +$1.35M | 0.01% | 334 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 917 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 677 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 730 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 796 |
|
|
2022
Q2 | – | Sell |
-961
| Closed | -$208K | – | 1019 |
|
|
2022
Q1 | $208K | Buy |
961
+700
| +268% | +$152K | ﹤0.01% | 640 |
|
|
2021
Q4 | $50K | Sell |
261
-11,546
| -98% | -$2.21M | ﹤0.01% | 647 |
|
|
2021
Q3 | $2M | Buy |
+11,807
| New | +$2M | ﹤0.01% | 332 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 832 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 764 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 669 |
|
|
2020
Q3 | – | Sell |
-9,970
| Closed | -$1.29M | – | 469 |
|
|
2020
Q2 | $1.29M | Buy |
9,970
+249
| +3% | +$32.3K | 0.01% | 151 |
|
|
2020
Q1 | $1.29M | Buy |
9,721
+3,594
| +59% | +$476K | 0.02% | 144 |
|
|
2019
Q4 | $901K | Buy |
+6,127
| New | +$901K | ﹤0.01% | 256 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 467 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 503 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 457 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 470 |
|
|
2017
Q3 | – | Sell |
-8,021
| Closed | -$861K | – | 523 |
|
|
2017
Q2 | $861K | Buy |
+8,021
| New | +$861K | 0.02% | 283 |
|