Close Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Hold |
56
| – | – | ﹤0.01% | 219 |
|
|
2025
Q1 | $10K | Hold |
56
| – | – | ﹤0.01% | 215 |
|
|
2024
Q4 | $9K | Hold |
56
| – | – | ﹤0.01% | 213 |
|
|
2024
Q3 | $11K | Hold |
56
| – | – | ﹤0.01% | 219 |
|
|
2024
Q2 | $10K | Hold |
56
| – | – | ﹤0.01% | 221 |
|
|
2024
Q1 | $11K | Sell |
56
-158
| -74% | -$31K | ﹤0.01% | 217 |
|
|
2023
Q4 | $40K | Buy |
214
+56
| +35% | +$10.5K | ﹤0.01% | 157 |
|
|
2023
Q3 | $32K | Hold |
158
| – | – | ﹤0.01% | 156 |
|
|
2023
Q2 | $39K | Hold |
158
| – | – | ﹤0.01% | 167 |
|
|
2023
Q1 | $40K | Buy |
+158
| New | +$40K | ﹤0.01% | 150 |
|
|
2020
Q1 | – | Sell |
-85
| Closed | -$12K | – | 153 |
|
|
2019
Q4 | $12K | Hold |
85
| – | – | ﹤0.01% | 144 |
|
|
2019
Q3 | $13K | Hold |
85
| – | – | ﹤0.01% | 142 |
|
|
2019
Q2 | $11K | Hold |
85
| – | – | ﹤0.01% | 153 |
|
|
2019
Q1 | $10K | Sell |
85
-1,415
| -94% | -$166K | ﹤0.01% | 174 |
|
|
2018
Q4 | $35K | Buy |
1,500
+1,415
| +1,665% | +$33K | ﹤0.01% | 132 |
|
|
2018
Q3 | $9K | Buy |
+85
| New | +$9K | ﹤0.01% | 188 |
|