First American 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 | $481K | Sell |
2,898
-5
| -0.2% | -$830 | 0.04% | 171 |
|
|
2025
Q1 | $497K | Buy |
2,903
+133
| +5% | +$22.7K | 0.05% | 157 |
|
|
2024
Q4 | $469K | Buy |
2,770
+5
| +0.2% | +$847 | 0.05% | 159 |
|
|
2024
Q3 | $530K | Sell |
2,765
-5
| -0.2% | -$959 | 0.05% | 148 |
|
|
2024
Q2 | $509K | Hold |
2,770
| – | – | 0.05% | 143 |
|
|
2024
Q1 | $539K | Hold |
2,770
| – | – | 0.06% | 137 |
|
|
2023
Q4 | $516K | Sell |
2,770
-663
| -19% | -$124K | 0.06% | 123 |
|
|
2023
Q3 | $687K | Buy |
3,433
+673
| +24% | +$135K | 0.1% | 96 |
|
|
2023
Q2 | $689K | Hold |
2,760
| – | – | 0.09% | 93 |
|
|
2023
Q1 | $702K | Hold |
2,760
| – | – | 0.1% | 93 |
|
|
2022
Q4 | $639K | Hold |
2,760
| – | – | 0.1% | 101 |
|
|
2022
Q3 | $608K | Hold |
2,760
| – | – | 0.1% | 96 |
|
|
2022
Q2 | $594K | Hold |
2,760
| – | – | 0.09% | 103 |
|
|
2022
Q1 | $598K | Sell |
2,760
-5
| -0.2% | -$1.08K | 0.08% | 106 |
|
|
2021
Q4 | $535K | Buy |
2,765
+5
| +0.2% | +$967 | 0.07% | 109 |
|
|
2021
Q3 | $467K | Hold |
2,760
| – | – | 0.07% | 107 |
|
|
2021
Q2 | $481K | Hold |
2,760
| – | – | 0.08% | 100 |
|
|
2021
Q1 | $437K | Hold |
2,760
| – | – | 0.07% | 110 |
|
|
2020
Q4 | $420K | Sell |
2,760
-3
| -0.1% | -$457 | 0.07% | 104 |
|
|
2020
Q3 | $396K | Buy |
+2,763
| New | +$396K | 0.07% | 102 |
|