Cary Street Partners Investment Advisory’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
855
-108
| -11% | -$17.9K | 0.07% | 288 |
|
|
2025
Q1 | $165K | Buy |
963
+480
| +99% | +$82.1K | 0.1% | 243 |
|
|
2024
Q4 | $81.8K | Sell |
483
-2,088
| -81% | -$354K | 0.05% | 277 |
|
|
2024
Q3 | $493K | Sell |
2,571
-85
| -3% | -$16.3K | 0.02% | 501 |
|
|
2024
Q2 | $488K | Buy |
2,656
+557
| +27% | +$102K | 0.02% | 474 |
|
|
2024
Q1 | $408K | Buy |
2,099
+123
| +6% | +$23.9K | 0.02% | 499 |
|
|
2023
Q4 | $368K | Buy |
1,976
+186
| +10% | +$34.7K | 0.02% | 484 |
|
|
2023
Q3 | $358K | Buy |
1,790
+140
| +8% | +$28K | 0.02% | 441 |
|
|
2023
Q2 | $412K | Sell |
1,650
-44
| -3% | -$11K | 0.03% | 388 |
|
|
2023
Q1 | $431K | Hold |
1,694
| – | – | 0.03% | 357 |
|
|
2022
Q4 | $392K | Hold |
1,694
| – | – | 0.03% | 369 |
|
|
2022
Q3 | $373K | Buy |
1,694
+1,186
| +233% | +$261K | 0.03% | 353 |
|
|
2022
Q2 | $109K | Buy |
+508
| New | +$109K | 0.01% | 500 |
|
|
2021
Q1 | – | Sell |
-1,391
| Closed | -$212K | – | 366 |
|
|
2020
Q4 | $212K | Buy |
1,391
+651
| +88% | +$99.2K | 0.04% | 323 |
|
|
2020
Q3 | $106K | Buy |
+740
| New | +$106K | 0.02% | 367 |
|