Choate Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
2,132
-7
| -0.3% | -$1.16K | 0.01% | 317 |
|
|
2025
Q1 | $366K | Buy |
2,139
+60
| +3% | +$10.3K | 0.01% | 299 |
|
|
2024
Q4 | $352K | Buy |
2,079
+64
| +3% | +$10.8K | 0.01% | 305 |
|
|
2024
Q3 | $386K | Buy |
2,015
+21
| +1% | +$4.03K | 0.01% | 288 |
|
|
2024
Q2 | $367K | Hold |
1,994
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $388K | Buy |
1,994
+904
| +83% | +$176K | 0.01% | 296 |
|
|
2023
Q4 | $203K | Sell |
1,090
-83
| -7% | -$15.5K | 0.01% | 362 |
|
|
2023
Q3 | $235K | Buy |
1,173
+110
| +10% | +$22K | 0.01% | 326 |
|
|
2023
Q2 | $265K | Buy |
1,063
+187
| +21% | +$46.7K | 0.01% | 253 |
|
|
2023
Q1 | $223K | Hold |
876
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $203K | Sell |
876
-485
| -36% | -$112K | 0.01% | 261 |
|
|
2022
Q3 | $300K | Buy |
+1,361
| New | +$300K | 0.02% | 200 |
|
|
2017
Q4 | – | Sell |
-2,205
| Closed | -$241K | – | 243 |
|
|
2017
Q3 | $241K | Hold |
2,205
| – | – | 0.01% | 223 |
|
|
2017
Q2 | $237K | Hold |
2,205
| – | – | 0.01% | 224 |
|
|
2017
Q1 | $241K | Buy |
+2,205
| New | +$241K | 0.01% | 227 |
|
|
2016
Q1 | – | Sell |
-3,045
| Closed | -$316K | – | 264 |
|
|
2015
Q4 | $316K | Buy |
+3,045
| New | +$316K | 0.02% | 210 |
|
|
2015
Q2 | – | Sell |
-3,045
| Closed | -$307K | – | 260 |
|
|
2015
Q1 | $307K | Hold |
3,045
| – | – | 0.02% | 209 |
|
|
2014
Q4 | $316K | Sell |
3,045
-7,007
| -70% | -$728K | 0.02% | 212 |
|
|
2014
Q3 | $959K | Hold |
10,052
| – | – | 0.06% | 125 |
|
|
2014
Q2 | $979K | Sell |
10,052
-1,165
| -10% | -$113K | 0.06% | 128 |
|
|
2014
Q1 | $1.17M | Hold |
11,217
| – | – | 0.07% | 112 |
|
|
2013
Q4 | $1.09M | Hold |
11,217
| – | – | 0.07% | 115 |
|
|
2013
Q3 | $1.04M | Hold |
11,217
| – | – | 0.08% | 114 |
|
|
2013
Q2 | $1M | Buy |
+11,217
| New | +$1M | 0.08% | 119 |
|