Concurrent Investment 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 | $806K | Sell |
4,857
-150
| -3% | -$24.9K | 0.02% | 665 |
|
|
2025
Q1 | $856K | Sell |
5,007
-4,326
| -46% | -$740K | 0.02% | 584 |
|
|
2024
Q4 | $1.58M | Sell |
9,333
-1,523
| -14% | -$258K | 0.04% | 377 |
|
|
2024
Q3 | $2.08M | Buy |
10,856
+423
| +4% | +$81.1K | 0.06% | 304 |
|
|
2024
Q2 | $1.92M | Buy |
10,433
+422
| +4% | +$77.6K | 0.06% | 285 |
|
|
2024
Q1 | $1.95M | Buy |
10,011
+382
| +4% | +$74.3K | 0.08% | 246 |
|
|
2023
Q4 | $1.8M | Buy |
+9,629
| New | +$1.8M | 0.08% | 244 |
|