Clearstead 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 | $85.1K | Buy |
513
+164
| +47% | +$27.2K | 0.02% | 262 |
|
|
2025
Q1 | $59.7K | Buy |
349
+47
| +16% | +$8.04K | 0.01% | 259 |
|
|
2024
Q4 | $51.1K | Hold |
302
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $57.9K | Hold |
302
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $55.5K | Sell |
302
-7,653
| -96% | -$1.41M | 0.01% | 229 |
|
|
2024
Q1 | $1.55M | Sell |
7,955
-490
| -6% | -$95.3K | 0.4% | 43 |
|
|
2023
Q4 | $1.57M | Buy |
8,445
+474
| +6% | +$88.4K | 0.43% | 41 |
|
|
2023
Q3 | $1.59M | Sell |
7,971
-5,412
| -40% | -$1.08M | 0.52% | 36 |
|
|
2023
Q2 | $3.4M | Sell |
13,383
-1,291
| -9% | -$328K | 1.09% | 18 |
|
|
2023
Q1 | $3.73M | Buy |
14,674
+1,366
| +10% | +$348K | 1.19% | 16 |
|
|
2022
Q4 | $3.08M | Buy |
13,308
+5,288
| +66% | +$1.22M | 1.03% | 23 |
|
|
2022
Q3 | $1.77M | Sell |
8,020
-150
| -2% | -$33.1K | 0.62% | 29 |
|
|
2022
Q2 | $1.76M | Buy |
8,170
+7,506
| +1,130% | +$1.62M | 1.34% | 21 |
|
|
2022
Q1 | $144K | Sell |
664
-96
| -13% | -$20.8K | 0.09% | 99 |
|
|
2021
Q4 | $147K | Hold |
760
| – | – | 0.09% | 105 |
|
|
2021
Q3 | $129K | Buy |
+760
| New | +$129K | 0.08% | 109 |
|