Claro 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 | – | Sell |
-2,926
| Closed | -$500K | – | 433 |
|
|
2025
Q1 | $500K | Sell |
2,926
-586
| -17% | -$100K | 0.07% | 266 |
|
|
2024
Q4 | $595K | Sell |
3,512
-2,200
| -39% | -$373K | 0.08% | 225 |
|
|
2024
Q3 | $1.1M | Buy |
5,712
+7
| +0.1% | +$1.34K | 0.14% | 138 |
|
|
2024
Q2 | $1.05M | Buy |
5,705
+316
| +6% | +$58.1K | 0.16% | 117 |
|
|
2024
Q1 | $1.05M | Buy |
5,389
+1,252
| +30% | +$244K | 0.18% | 121 |
|
|
2023
Q4 | $771K | Sell |
4,137
-575
| -12% | -$107K | 0.17% | 140 |
|
|
2023
Q3 | $943K | Buy |
4,712
+1,409
| +43% | +$282K | 0.24% | 96 |
|
|
2023
Q2 | $825K | Buy |
3,303
+254
| +8% | +$63.4K | 0.2% | 117 |
|
|
2023
Q1 | $776K | Buy |
3,049
+192
| +7% | +$48.8K | 0.23% | 105 |
|
|
2022
Q4 | $662K | Buy |
2,857
+411
| +17% | +$95.2K | 0.22% | 113 |
|
|
2022
Q3 | $526K | Hold |
2,446
| – | – | 0.21% | 123 |
|
|
2022
Q2 | $526K | Buy |
+2,446
| New | +$526K | 0.21% | 123 |
|
|
2019
Q1 | – | Sell |
-322
| Closed | -$33K | – | 494 |
|
|
2018
Q4 | $33K | Buy |
+322
| New | +$33K | 0.03% | 429 |
|