Colonial Trust 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 | $3.3M | Sell |
19,883
-7,885
| -28% | -$1.31M | 0.27% | 80 |
|
|
2025
Q1 | $4.75M | Sell |
27,768
-959
| -3% | -$164K | 0.42% | 66 |
|
|
2024
Q4 | $4.86M | Sell |
28,727
-3,212
| -10% | -$544K | 0.43% | 63 |
|
|
2024
Q3 | $6.13M | Buy |
31,939
+2,014
| +7% | +$386K | 0.53% | 56 |
|
|
2024
Q2 | $5.5M | Buy |
29,925
+1,222
| +4% | +$225K | 0.53% | 57 |
|
|
2024
Q1 | $5.58M | Buy |
28,703
+837
| +3% | +$163K | 0.55% | 58 |
|
|
2023
Q4 | $5.2M | Buy |
27,866
+2,813
| +11% | +$524K | 0.55% | 57 |
|
|
2023
Q3 | $5.01M | Buy |
25,053
+2,731
| +12% | +$546K | 0.57% | 56 |
|
|
2023
Q2 | $5.57M | Sell |
22,322
-136
| -0.6% | -$34K | 0.62% | 52 |
|
|
2023
Q1 | $5.71M | Sell |
22,458
-589
| -3% | -$150K | 0.67% | 50 |
|
|
2022
Q4 | $5.34M | Sell |
23,047
-251
| -1% | -$58.1K | 0.65% | 49 |
|
|
2022
Q3 | $5.14M | Buy |
23,298
+18
| +0.1% | +$3.97K | 0.7% | 47 |
|
|
2022
Q2 | $5.01M | Sell |
23,280
-85
| -0.4% | -$18.3K | 0.7% | 47 |
|
|
2022
Q1 | $5.06M | Buy |
23,365
+661
| +3% | +$143K | 0.6% | 53 |
|
|
2021
Q4 | $4.39M | Buy |
22,704
+247
| +1% | +$47.8K | 0.49% | 58 |
|
|
2021
Q3 | $3.8M | Buy |
22,457
+1,013
| +5% | +$171K | 0.47% | 59 |
|
|
2021
Q2 | $3.74M | Buy |
21,444
+324
| +2% | +$56.4K | 0.46% | 61 |
|
|
2021
Q1 | $3.34M | Buy |
21,120
+865
| +4% | +$137K | 0.44% | 65 |
|
|
2020
Q4 | $3.09M | Buy |
20,255
+1,865
| +10% | +$284K | 0.43% | 66 |
|
|
2020
Q3 | $2.64M | Buy |
18,390
+2,935
| +19% | +$421K | 0.41% | 68 |
|
|
2020
Q2 | $2M | Buy |
15,455
+5,525
| +56% | +$716K | 0.34% | 72 |
|
|
2020
Q1 | $1.32M | Buy |
9,930
+7,755
| +357% | +$1.03M | 0.28% | 73 |
|
|
2019
Q4 | $320K | Hold |
2,175
| – | – | 0.05% | 134 |
|
|
2019
Q3 | $337K | Hold |
2,175
| – | – | 0.06% | 124 |
|
|
2019
Q2 | $292K | Buy |
+2,175
| New | +$292K | 0.05% | 133 |
|
|
2015
Q2 | – | Sell |
-2,100
| Closed | -$212K | – | 133 |
|
|
2015
Q1 | $212K | Buy |
2,100
+750
| +56% | +$75.7K | 0.06% | 130 |
|
|
2014
Q4 | $140K | Sell |
1,350
-750
| -36% | -$77.8K | 0.05% | 132 |
|
|
2014
Q3 | $200K | Hold |
2,100
| – | – | 0.06% | 135 |
|
|
2014
Q2 | $204K | Hold |
2,100
| – | – | 0.06% | 134 |
|
|
2014
Q1 | $219K | Hold |
2,100
| – | – | 0.07% | 122 |
|
|
2013
Q4 | $204K | Buy |
+2,100
| New | +$204K | 0.06% | 110 |
|