Castleview 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 |
-165
| Closed | -$27.9K | – | 342 |
|
|
2024
Q4 | $27.9K | Buy |
165
+97
| +143% | +$16.4K | 0.02% | 424 |
|
|
2024
Q3 | $13.1K | Sell |
68
-140
| -67% | -$26.9K | 0.01% | 517 |
|
|
2024
Q2 | $38.2K | Buy |
208
+2
| +1% | +$368 | 0.02% | 360 |
|
|
2024
Q1 | $40.1K | Buy |
206
+67
| +48% | +$13K | 0.02% | 374 |
|
|
2023
Q4 | $25.9K | Buy |
+139
| New | +$25.9K | 0.02% | 400 |
|
|
2022
Q1 | – | Sell |
-12,382
| Closed | -$64 | – | 841 |
|
|
2021
Q4 | $64 | Buy |
+12,382
| New | +$64 | ﹤0.01% | 859 |
|
|
2018
Q1 | $204K | Buy |
+2,062
| New | +$204K | 0.17% | 108 |
|