CAPTRUST Financial 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 | $2.27M | Buy |
13,701
+1,579
| +13% | +$262K | 0.01% | 923 |
|
|
2025
Q1 | $2.07M | Buy |
12,122
+907
| +8% | +$155K | 0.01% | 894 |
|
|
2024
Q4 | $1.9M | Sell |
11,215
-698
| -6% | -$118K | 0.01% | 910 |
|
|
2024
Q3 | $2.28M | Sell |
11,913
-1,166
| -9% | -$224K | 0.01% | 808 |
|
|
2024
Q2 | $2.4M | Buy |
13,079
+2,097
| +19% | +$385K | 0.01% | 738 |
|
|
2024
Q1 | $2.14M | Sell |
10,982
-2,395
| -18% | -$466K | 0.01% | 776 |
|
|
2023
Q4 | $2.49M | Buy |
13,377
+1,159
| +9% | +$216K | 0.01% | 821 |
|
|
2023
Q3 | $2.44M | Buy |
12,218
+543
| +5% | +$109K | 0.01% | 783 |
|
|
2023
Q2 | $2.92M | Buy |
11,675
+1,592
| +16% | +$398K | 0.01% | 696 |
|
|
2023
Q1 | $2.57M | Buy |
10,083
+8
| +0.1% | +$2.04K | 0.01% | 657 |
|
|
2022
Q4 | $2.33M | Buy |
10,075
+1,176
| +13% | +$272K | 0.01% | 661 |
|
|
2022
Q3 | $1.96M | Buy |
8,899
+2,426
| +37% | +$535K | 0.01% | 681 |
|
|
2022
Q2 | $1.39M | Buy |
6,473
+1,406
| +28% | +$303K | 0.01% | 710 |
|
|
2022
Q1 | $1.1M | Buy |
5,067
+1,054
| +26% | +$228K | 0.01% | 808 |
|
|
2021
Q4 | $776K | Buy |
4,013
+519
| +15% | +$100K | 0.01% | 921 |
|
|
2021
Q3 | $591K | Sell |
3,494
-100
| -3% | -$16.9K | ﹤0.01% | 961 |
|
|
2021
Q2 | $626K | Buy |
3,594
+1,163
| +48% | +$203K | 0.01% | 908 |
|
|
2021
Q1 | $385K | Buy |
2,431
+571
| +31% | +$90.4K | ﹤0.01% | 1081 |
|
|
2020
Q4 | $283K | Buy |
1,860
+24
| +1% | +$3.65K | ﹤0.01% | 1050 |
|
|
2020
Q3 | $264K | Buy |
1,836
+429
| +30% | +$61.7K | ﹤0.01% | 928 |
|
|
2020
Q2 | $183K | Sell |
1,407
-2,442
| -63% | -$318K | ﹤0.01% | 1071 |
|
|
2020
Q1 | $507K | Buy |
3,849
+5
| +0.1% | +$659 | 0.01% | 588 |
|
|
2019
Q4 | $553K | Buy |
3,844
+3,152
| +455% | +$453K | 0.01% | 655 |
|
|
2019
Q3 | $107K | Buy |
692
+3
| +0.4% | +$464 | ﹤0.01% | 757 |
|
|
2019
Q2 | $92K | Sell |
689
-437
| -39% | -$58.4K | ﹤0.01% | 784 |
|
|
2019
Q1 | $129K | Buy |
1,126
+278
| +33% | +$31.8K | 0.01% | 618 |
|
|
2018
Q4 | $91K | Buy |
848
+473
| +126% | +$50.8K | ﹤0.01% | 615 |
|
|
2018
Q3 | $38K | Sell |
375
-47
| -11% | -$4.76K | ﹤0.01% | 829 |
|
|
2018
Q2 | $39K | Buy |
422
+20
| +5% | +$1.85K | ﹤0.01% | 739 |
|
|
2018
Q1 | $39K | Hold |
402
| – | – | ﹤0.01% | 665 |
|
|
2017
Q4 | $46K | Buy |
402
+265
| +193% | +$30.3K | ﹤0.01% | 607 |
|
|
2017
Q3 | $14K | Buy |
+137
| New | +$14K | ﹤0.01% | 403 |
|