Gladstone Institutional Advisory’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
1,261
-102
| -7% | -$16.9K | 0.01% | 704 |
|
|
2025
Q1 | $233K | Buy |
+1,363
| New | +$233K | 0.01% | 648 |
|
|
2024
Q1 | – | Sell |
-3,749
| Closed | -$699K | – | 669 |
|
|
2023
Q4 | $699K | Sell |
3,749
-200
| -5% | -$37.3K | 0.04% | 353 |
|
|
2023
Q3 | $790K | Sell |
3,949
-202
| -5% | -$40.4K | 0.05% | 303 |
|
|
2023
Q2 | $1.04M | Buy |
4,151
+355
| +9% | +$88.6K | 0.06% | 268 |
|
|
2023
Q1 | $966K | Sell |
3,796
-574
| -13% | -$146K | 0.06% | 293 |
|
|
2022
Q4 | $1.01M | Buy |
4,370
+3,067
| +235% | +$710K | 0.07% | 270 |
|
|
2022
Q3 | $287K | Sell |
1,303
-141
| -10% | -$31.1K | 0.02% | 505 |
|
|
2022
Q2 | $311K | Sell |
1,444
-86
| -6% | -$18.5K | 0.02% | 497 |
|
|
2022
Q1 | $331K | Buy |
+1,530
| New | +$331K | 0.02% | 524 |
|