Equitable Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
1,300
| – | – | 0.01% | 421 |
|
|
2025
Q1 | $222K | Sell |
1,300
-35
| -3% | -$5.99K | 0.01% | 442 |
|
|
2024
Q4 | $226K | Sell |
1,335
-148
| -10% | -$25.1K | 0.01% | 447 |
|
|
2024
Q3 | $284K | Hold |
1,483
| – | – | 0.02% | 397 |
|
|
2024
Q2 | $273K | Buy |
1,483
+183
| +14% | +$33.6K | 0.02% | 393 |
|
|
2024
Q1 | $253K | Hold |
1,300
| – | – | 0.02% | 395 |
|
|
2023
Q4 | $242K | Sell |
1,300
-156
| -11% | -$29.1K | 0.02% | 379 |
|
|
2023
Q3 | $291K | Buy |
1,456
+156
| +12% | +$31.2K | 0.02% | 351 |
|
|
2023
Q2 | $325K | Hold |
1,300
| – | – | 0.02% | 323 |
|
|
2023
Q1 | $331K | Hold |
1,300
| – | – | 0.03% | 319 |
|
|
2022
Q4 | $301K | Hold |
1,300
| – | – | 0.02% | 335 |
|
|
2022
Q3 | $287K | Hold |
1,300
| – | – | 0.02% | 322 |
|
|
2022
Q2 | $280K | Hold |
1,300
| – | – | 0.02% | 332 |
|
|
2022
Q1 | $282K | Hold |
1,300
| – | – | 0.02% | 335 |
|
|
2021
Q4 | $252K | Hold |
1,300
| – | – | 0.02% | 338 |
|
|
2021
Q3 | $220K | Hold |
1,300
| – | – | 0.01% | 337 |
|
|
2021
Q2 | $226K | Hold |
1,300
| – | – | 0.01% | 340 |
|
|
2021
Q1 | $206K | Buy |
+1,300
| New | +$206K | 0.02% | 343 |
|
|
2019
Q4 | – | Sell |
-1,300
| Closed | -$201K | – | 287 |
|
|
2019
Q3 | $201K | Buy |
+1,300
| New | +$201K | 0.02% | 275 |
|