Cassia Capital Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,394
| Closed | -$236K | – | 57 |
|
|
2024
Q4 | $236K | Sell |
1,394
-1,605
| -54% | -$272K | 0.15% | 59 |
|
|
2024
Q3 | $575K | Sell |
2,999
-193
| -6% | -$37K | 0.38% | 46 |
|
|
2024
Q2 | $587K | Buy |
3,192
+319
| +11% | +$58.6K | 0.39% | 44 |
|
|
2024
Q1 | $559K | Buy |
2,873
+1,030
| +56% | +$200K | 0.37% | 51 |
|
|
2023
Q4 | $344K | Buy |
1,843
+168
| +10% | +$31.3K | 0.29% | 54 |
|
|
2023
Q3 | $335K | Buy |
1,675
+52
| +3% | +$10.4K | 0.27% | 50 |
|
|
2023
Q2 | $405K | Buy |
1,623
+131
| +9% | +$32.7K | 0.32% | 51 |
|
|
2023
Q1 | $380K | Sell |
1,492
-32
| -2% | -$8.14K | 0.3% | 30 |
|
|
2022
Q4 | $353K | Sell |
1,524
-357
| -19% | -$82.7K | 0.29% | 36 |
|
|
2022
Q3 | $415K | Buy |
1,881
+106
| +6% | +$23.4K | 0.38% | 18 |
|
|
2022
Q2 | $382K | Hold |
1,775
| – | – | 0.38% | 23 |
|
|
2022
Q1 | $385K | Buy |
1,775
+41
| +2% | +$8.89K | 0.31% | 27 |
|
|
2021
Q4 | $335K | Buy |
+1,734
| New | +$335K | 0.23% | 37 |
|
|
2021
Q3 | – | Sell |
-1,236
| Closed | -$215K | – | 114 |
|
|
2021
Q2 | $215K | Buy |
+1,236
| New | +$215K | 0.16% | 38 |
|