Coldstream Capital 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 | $456K | Sell |
2,748
-51
| -2% | -$8.46K | 0.01% | 698 |
|
|
2025
Q1 | $479K | Sell |
2,799
-161
| -5% | -$27.5K | 0.01% | 620 |
|
|
2024
Q4 | $501K | Buy |
2,960
+494
| +20% | +$83.7K | 0.01% | 610 |
|
|
2024
Q3 | $470K | Buy |
2,466
+252
| +11% | +$48K | 0.01% | 630 |
|
|
2024
Q2 | $407K | Buy |
2,214
+397
| +22% | +$73K | 0.01% | 632 |
|
|
2024
Q1 | $353K | Buy |
1,817
+58
| +3% | +$11.3K | 0.01% | 694 |
|
|
2023
Q4 | $328K | Buy |
1,759
+184
| +12% | +$34.3K | 0.01% | 671 |
|
|
2023
Q3 | $315K | Sell |
1,575
-380
| -19% | -$76K | 0.01% | 583 |
|
|
2023
Q2 | $488K | Buy |
1,955
+14
| +0.7% | +$3.5K | 0.02% | 459 |
|
|
2023
Q1 | $494K | Buy |
1,941
+105
| +6% | +$26.7K | 0.02% | 448 |
|
|
2022
Q4 | $425K | Buy |
+1,836
| New | +$425K | 0.02% | 483 |
|
|
2022
Q2 | $384K | Buy |
+1,785
| New | +$384K | 0.02% | 480 |
|
|
2022
Q1 | – | Sell |
-1,153
| Closed | -$223K | – | 813 |
|
|
2021
Q4 | $223K | Buy |
+1,153
| New | +$223K | 0.01% | 750 |
|