Court Place 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 | $239K | Hold |
1,443
| – | – | 0.08% | 134 |
|
2025
Q1 | $247K | Hold |
1,443
| – | – | 0.08% | 134 |
|
2024
Q4 | $244K | Buy |
+1,443
| New | +$244K | 0.08% | 135 |
|
2023
Q4 | – | Sell |
-1,018
| Closed | -$204K | – | 167 |
|
2023
Q3 | $204K | Hold |
1,018
| – | – | 0.07% | 156 |
|
2023
Q2 | $254K | Hold |
1,018
| – | – | 0.09% | 143 |
|
2023
Q1 | $259K | Hold |
1,018
| – | – | 0.09% | 141 |
|
2022
Q4 | $236K | Hold |
1,018
| – | – | 0.09% | 148 |
|
2022
Q3 | $224K | Hold |
1,018
| – | – | 0.09% | 146 |
|
2022
Q2 | $219K | Buy |
1,018
+25
| +3% | +$5.38K | 0.08% | 151 |
|
2022
Q1 | $215K | Buy |
+993
| New | +$215K | 0.07% | 163 |
|
2014
Q4 | – | Sell |
-2,275
| Closed | -$217K | – | 134 |
|
2014
Q3 | $217K | Hold |
2,275
| – | – | 0.15% | 118 |
|
2014
Q2 | $222K | Hold |
2,275
| – | – | 0.15% | 113 |
|
2014
Q1 | $238K | Sell |
2,275
-50
| -2% | -$5.23K | 0.17% | 106 |
|
2013
Q4 | $226K | Buy |
+2,325
| New | +$226K | 0.17% | 102 |
|