Creative Capital Management Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | -$38 | – | 312 |
|
2025
Q1 | – | Hold |
0
| – | -$38 | – | 238 |
|
2024
Q4 | – | Hold |
0
| – | -$43 | – | 266 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 238 |
|
2024
Q1 | – | Sell |
-350
| Closed | -$65.2K | – | 223 |
|
2023
Q4 | $65.2K | Hold |
350
| – | – | 0.04% | 75 |
|
2023
Q3 | $70K | Hold |
350
| – | – | 0.05% | 73 |
|
2023
Q2 | $87.3K | Hold |
350
| – | – | 0.06% | 65 |
|
2023
Q1 | $89K | Hold |
350
| – | – | 0.07% | 75 |
|
2022
Q4 | $81K | Buy |
+350
| New | +$81K | 0.07% | 66 |
|