Chicago Partners Investment Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+1,224
| New | +$224K | 0.01% | 987 |
|
|
2024
Q4 | – | Sell |
-1,119
| Closed | -$204K | – | 862 |
|
|
2024
Q3 | $204K | Sell |
1,119
-96
| -8% | -$17.5K | 0.01% | 760 |
|
|
2024
Q2 | $236K | Buy |
1,215
+6
| +0.5% | +$1.16K | 0.01% | 665 |
|
|
2024
Q1 | $226K | Buy |
1,209
+48
| +4% | +$8.98K | 0.01% | 659 |
|
|
2023
Q4 | $220K | Buy |
1,161
+42
| +4% | +$7.95K | 0.01% | 629 |
|
|
2023
Q3 | $212K | Sell |
1,119
-170
| -13% | -$32.2K | 0.01% | 594 |
|
|
2023
Q2 | $301K | Sell |
1,289
-25
| -2% | -$5.83K | 0.02% | 532 |
|
|
2023
Q1 | $343K | Buy |
1,314
+3
| +0.2% | +$783 | 0.02% | 477 |
|
|
2022
Q4 | $311K | Buy |
1,311
+22
| +2% | +$5.22K | 0.02% | 472 |
|
|
2022
Q3 | $296K | Buy |
1,289
+23
| +2% | +$5.28K | 0.02% | 438 |
|
|
2022
Q2 | $289K | Buy |
1,266
+13
| +1% | +$2.97K | 0.02% | 449 |
|
|
2022
Q1 | $260K | Buy |
+1,253
| New | +$260K | 0.02% | 446 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$21K | – | 589 |
|
|
2018
Q3 | $21K | Hold |
200
| – | – | ﹤0.01% | 678 |
|
|
2018
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 672 |
|
|
2018
Q1 | $20K | Hold |
200
| – | – | ﹤0.01% | 633 |
|
|
2017
Q4 | $23K | Hold |
200
| – | – | ﹤0.01% | 589 |
|
|
2017
Q3 | $22K | Sell |
200
-600
| -75% | -$66K | ﹤0.01% | 608 |
|
|
2017
Q2 | $85K | Buy |
+800
| New | +$85K | 0.02% | 298 |
|
|
2015
Q1 | – | Sell |
-150
| Closed | -$16K | – | 506 |
|
|
2014
Q4 | $16K | Buy |
+150
| New | +$16K | 0.01% | 312 |
|