Chicago Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
2,314
+624
| +37% | +$104K | 0.05% | 278 |
|
|
2025
Q1 | $289K | Buy |
1,690
+341
| +25% | +$58.3K | 0.05% | 285 |
|
|
2024
Q4 | $228K | Sell |
1,349
-655
| -33% | -$111K | 0.04% | 317 |
|
|
2024
Q3 | $384K | Buy |
+2,004
| New | +$384K | 0.07% | 246 |
|
|
2015
Q2 | – | Sell |
-2,150
| Closed | -$217K | – | 181 |
|
|
2015
Q1 | $217K | Buy |
+2,150
| New | +$217K | 0.07% | 179 |
|