Creative Financial Designs’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
977
+15
| +2% | +$2.49K | 0.01% | 544 |
|
|
2025
Q1 | $165K | Buy |
962
+200
| +26% | +$34.2K | 0.01% | 497 |
|
|
2024
Q4 | $129K | Sell |
762
-207
| -21% | -$35.1K | 0.01% | 544 |
|
|
2024
Q3 | $186K | Sell |
969
-325
| -25% | -$62.3K | 0.02% | 465 |
|
|
2024
Q2 | $238K | Buy |
1,294
+331
| +34% | +$60.9K | 0.02% | 402 |
|
|
2024
Q1 | $187K | Buy |
963
+762
| +379% | +$148K | 0.02% | 432 |
|
|
2023
Q4 | $37.5K | Sell |
201
-634
| -76% | -$118K | ﹤0.01% | 750 |
|
|
2023
Q3 | $167K | Sell |
835
-234
| -22% | -$46.8K | 0.02% | 370 |
|
|
2023
Q2 | $267K | Sell |
1,069
-77
| -7% | -$19.2K | 0.03% | 298 |
|
|
2023
Q1 | $292K | Buy |
1,146
+153
| +15% | +$38.9K | 0.04% | 279 |
|
|
2022
Q4 | $230K | Buy |
993
+113
| +13% | +$26.2K | 0.03% | 298 |
|
|
2022
Q3 | $194K | Buy |
880
+303
| +53% | +$66.8K | 0.03% | 296 |
|
|
2022
Q2 | $124K | Buy |
577
+301
| +109% | +$64.7K | 0.02% | 390 |
|
|
2022
Q1 | $60K | Buy |
276
+101
| +58% | +$22K | 0.01% | 530 |
|
|
2021
Q4 | $34K | Sell |
175
-117
| -40% | -$22.7K | 0.01% | 644 |
|
|
2021
Q3 | $49K | Buy |
292
+181
| +163% | +$30.4K | 0.01% | 618 |
|
|
2021
Q2 | $19K | Buy |
111
+95
| +594% | +$16.3K | ﹤0.01% | 867 |
|
|
2021
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 1094 |
|
|
2020
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1030 |
|
|
2019
Q2 | – | Sell |
-719
| Closed | -$83K | – | 574 |
|
|
2019
Q1 | $83K | Sell |
719
-194
| -21% | -$22.4K | 0.05% | 180 |
|
|
2018
Q4 | $98K | Buy |
913
+6
| +0.7% | +$644 | 0.07% | 145 |
|
|
2018
Q3 | $93K | Buy |
907
+6
| +0.7% | +$615 | 0.05% | 164 |
|
|
2018
Q2 | $84K | Buy |
901
+6
| +0.7% | +$559 | 0.05% | 191 |
|
|
2018
Q1 | $89K | Sell |
895
-194
| -18% | -$19.3K | 0.06% | 175 |
|
|
2017
Q4 | $124K | Buy |
1,089
+155
| +17% | +$17.6K | 0.08% | 153 |
|
|
2017
Q3 | $102K | Buy |
934
+5
| +0.5% | +$546 | 0.06% | 181 |
|
|
2017
Q2 | $100K | Sell |
929
-270
| -23% | -$29.1K | 0.06% | 180 |
|
|
2017
Q1 | $131K | Buy |
1,199
+5
| +0.4% | +$546 | 0.09% | 159 |
|
|
2016
Q4 | $123K | Buy |
+1,194
| New | +$123K | 0.1% | 162 |
|