Costello Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
1,010
+5
| +0.5% | +$829 | 0.06% | 119 |
|
|
2025
Q1 | $172K | Buy |
+1,005
| New | +$172K | 0.07% | 111 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$38.9K | – | 175 |
|
|
2024
Q1 | $38.9K | Sell |
200
-75
| -27% | -$14.6K | 0.03% | 104 |
|
|
2023
Q4 | $51.3K | Buy |
275
+150
| +120% | +$28K | 0.04% | 94 |
|
|
2023
Q3 | $25K | Buy |
+125
| New | +$25K | 0.02% | 108 |
|
|
2021
Q2 | – | Sell |
-4,745
| Closed | -$751K | – | 240 |
|
|
2021
Q1 | $751K | Buy |
4,745
+2,030
| +75% | +$321K | 0.52% | 39 |
|
|
2020
Q4 | $414K | Buy |
2,715
+100
| +4% | +$15.2K | 0.31% | 46 |
|
|
2020
Q3 | $375K | Buy |
2,615
+1,025
| +64% | +$147K | 0.33% | 43 |
|
|
2020
Q2 | $206K | Buy |
+1,590
| New | +$206K | 0.2% | 50 |
|