CBIZ Investment Advisory Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.6K | Sell |
106
-1
| -0.9% | -$166 | ﹤0.01% | 282 |
|
2025
Q1 | $18.3K | Buy |
107
+7
| +7% | +$1.2K | ﹤0.01% | 248 |
|
2024
Q4 | $16.9K | Hold |
100
| – | – | ﹤0.01% | 235 |
|
2024
Q3 | $19.2K | Hold |
100
| – | – | ﹤0.01% | 196 |
|
2024
Q2 | $18.4K | Hold |
100
| – | – | ﹤0.01% | 177 |
|
2024
Q1 | $19.5K | Buy |
+100
| New | +$19.5K | ﹤0.01% | 183 |
|
2021
Q4 | – | Hold |
0
| – | -$17K | – | 56 |
|
2021
Q3 | – | Hold |
0
| – | -$33K | – | 72 |
|
2021
Q2 | – | Hold |
0
| – | -$30K | – | 67 |
|
2021
Q1 | – | Hold |
0
| – | -$29K | – | 61 |
|
2020
Q4 | – | Hold |
0
| – | -$27K | – | 65 |
|
2020
Q3 | – | Hold |
0
| – | -$25K | – | 70 |
|
2020
Q2 | – | Hold |
0
| – | -$25K | – | 78 |
|
2020
Q1 | – | Hold |
0
| – | -$28K | – | 87 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 92 |
|