Colonial 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
$1.56M Sell
9,400
-3,828
-29% -$635K 0.23% 94
2025
Q1
$2.26M Sell
13,228
-1,023
-7% -$175K 0.35% 75
2024
Q4
$2.41M Sell
14,251
-1,545
-10% -$262K 0.36% 71
2024
Q3
$3.03M Buy
15,796
+272
+2% +$52.2K 0.47% 58
2024
Q2
$2.85M Buy
15,524
+2,163
+16% +$398K 0.5% 59
2024
Q1
$2.6M Buy
13,361
+2,846
+27% +$554K 0.49% 57
2023
Q4
$1.96M Buy
10,515
+946
+10% +$176K 0.41% 62
2023
Q3
$1.91M Buy
9,569
+1,117
+13% +$223K 0.47% 58
2023
Q2
$2.11M Buy
8,452
+80
+1% +$20K 0.51% 57
2023
Q1
$2.13M Sell
8,372
-200
-2% -$50.9K 0.54% 56
2022
Q4
$1.99M Buy
8,572
+850
+11% +$197K 0.54% 57
2022
Q3
$1.7M Buy
+7,722
New +$1.7M 0.54% 58