Crestwood Advisors Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
2,441
+320
| +15% | +$53.1K | 0.01% | 381 |
|
|
2025
Q1 | $363K | Buy |
2,121
+149
| +8% | +$25.5K | 0.01% | 385 |
|
|
2024
Q4 | $334K | Buy |
1,972
+19
| +1% | +$3.22K | 0.01% | 366 |
|
|
2024
Q3 | $375K | Buy |
1,953
+42
| +2% | +$8.06K | 0.01% | 338 |
|
|
2024
Q2 | $351K | Buy |
1,911
+36
| +2% | +$6.62K | 0.01% | 330 |
|
|
2024
Q1 | $365K | Buy |
1,875
+242
| +15% | +$47.1K | 0.01% | 323 |
|
|
2023
Q4 | $304K | Buy |
+1,633
| New | +$304K | 0.01% | 326 |
|
|
2017
Q2 | – | Sell |
-800
| Closed | -$86K | – | 276 |
|
|
2017
Q1 | $86K | Buy |
+800
| New | +$86K | 0.01% | 204 |
|