Helios Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,300
| Closed | -$728K | – | 34 |
|
|
2024
Q4 | $728K | Hold |
4,300
| – | – | 0.43% | 37 |
|
|
2024
Q3 | $825K | Hold |
4,300
| – | – | 0.51% | 35 |
|
|
2024
Q2 | $790K | Hold |
4,300
| – | – | 0.51% | 36 |
|
|
2024
Q1 | $836K | Hold |
4,300
| – | – | 0.59% | 36 |
|
|
2023
Q4 | $802K | Buy |
+4,300
| New | +$802K | 0.64% | 34 |
|
|
2022
Q3 | $948K | Hold |
4,300
| – | – | 1.82% | 22 |
|
|
2022
Q2 | $925K | Hold |
4,300
| – | – | 1.74% | 20 |
|
|
2022
Q1 | $932K | Hold |
4,300
| – | – | 1.97% | 21 |
|
|
2021
Q4 | $832K | Buy |
+4,300
| New | +$832K | 0.75% | 45 |
|