Equitable Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $243K | Hold |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $331K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $206K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $201K | Buy |
|