Cassaday & Co Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
3,940
+28
| +0.7% | +$4.65K | 0.02% | 180 |
|
|
2025
Q1 | $669K | Buy |
3,912
+29
| +0.7% | +$4.96K | 0.02% | 164 |
|
|
2024
Q4 | $658K | Buy |
3,883
+27
| +0.7% | +$4.57K | 0.02% | 168 |
|
|
2024
Q3 | $739K | Buy |
3,856
+234
| +6% | +$44.9K | 0.02% | 146 |
|
|
2024
Q2 | $666K | Buy |
3,622
+16
| +0.4% | +$2.94K | 0.02% | 148 |
|
|
2024
Q1 | $701K | Buy |
3,606
+33
| +0.9% | +$6.42K | 0.02% | 145 |
|
|
2023
Q4 | $666K | Buy |
3,573
+25
| +0.7% | +$4.66K | 0.02% | 136 |
|
|
2023
Q3 | $710K | Buy |
3,548
+79
| +2% | +$15.8K | 0.03% | 111 |
|
|
2023
Q2 | $866K | Sell |
3,469
-35
| -1% | -$8.74K | 0.03% | 106 |
|
|
2023
Q1 | $892K | Buy |
3,504
+15
| +0.4% | +$3.82K | 0.04% | 106 |
|
|
2022
Q4 | $808K | Buy |
+3,489
| New | +$808K | 0.04% | 110 |
|