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 |
|