Corient Private Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.03M | Sell |
36,310
-19
| -0.1% | -$3.16K | 0.01% | 706 |
|
2025
Q1 | $6.21M | Sell |
36,329
-1,882
| -5% | -$322K | 0.01% | 628 |
|
2024
Q4 | $6.47M | Sell |
38,211
-5,284
| -12% | -$895K | 0.01% | 631 |
|
2024
Q3 | $8.34M | Buy |
43,495
+6,982
| +19% | +$1.34M | 0.01% | 592 |
|
2024
Q2 | $6.71M | Buy |
36,513
+968
| +3% | +$178K | 0.01% | 624 |
|
2024
Q1 | $6.91M | Buy |
35,545
+833
| +2% | +$162K | 0.01% | 619 |
|
2023
Q4 | $6.47M | Sell |
34,712
-2,458
| -7% | -$458K | 0.01% | 628 |
|
2023
Q3 | $7.44M | Buy |
37,170
+1,197
| +3% | +$240K | 0.02% | 546 |
|
2023
Q2 | $8.98M | Buy |
35,973
+482
| +1% | +$120K | 0.02% | 490 |
|
2023
Q1 | $9.03M | Buy |
35,491
+14,927
| +73% | +$3.8M | 0.02% | 448 |
|
2022
Q4 | $4.76M | Buy |
+20,564
| New | +$4.76M | 0.02% | 514 |
|