Castle Rock 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 | $1.58M | Hold |
8,860
| – | – | 0.37% | 76 |
|
|
2025
Q1 | $1.5M | Hold |
8,860
| – | – | 0.4% | 68 |
|
|
2024
Q4 | $1.4M | Sell |
8,860
-57
| -0.6% | -$9K | 0.33% | 84 |
|
|
2024
Q3 | $1.68M | Buy |
8,917
+53
| +0.6% | +$9.98K | 0.4% | 72 |
|
|
2024
Q2 | $1.62M | Buy |
8,864
+3
| +0% | +$547 | 0.4% | 68 |
|
|
2024
Q1 | $1.72M | Buy |
8,861
+1
| +0% | +$194 | 0.47% | 57 |
|
|
2023
Q4 | $1.66M | Hold |
8,860
| – | – | 0.5% | 52 |
|
|
2023
Q3 | $1.71M | Hold |
8,860
| – | – | 0.57% | 34 |
|
|
2023
Q2 | $2.2M | Hold |
8,860
| – | – | 0.75% | 24 |
|
|
2023
Q1 | $2.43M | Hold |
8,860
| – | – | 0.87% | 17 |
|
|
2022
Q4 | $1.95M | Hold |
8,860
| – | – | 0.87% | 22 |
|
|
2022
Q3 | $2M | Hold |
8,860
| – | – | 1.01% | 16 |
|
|
2022
Q2 | $1.95M | Buy |
+8,860
| New | +$1.95M | 0.99% | 20 |
|