International Assets Investment Management’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
2,788
-681
-20% -$113K 0.04% 465
2025
Q1
$593K Buy
3,469
+627
+22% +$107K 0.05% 358
2024
Q4
$480K Sell
2,842
-570,801
-100% -$96.3M 0.04% 418
2024
Q3
$2.99K Buy
573,643
+571,766
+30,462% +$2.98K 0.01% 745
2024
Q2
$345K Buy
1,877
+311
+20% +$57.2K 0.03% 495
2024
Q1
$311K Sell
1,566
-20
-1% -$3.97K 0.03% 524
2023
Q4
$296K Sell
1,586
-4
-0.3% -$746 0.04% 483
2023
Q3
$322K Buy
1,590
+105
+7% +$21.3K 0.04% 358
2023
Q2
$371K Buy
1,485
+36
+2% +$8.99K 0.05% 339
2023
Q1
$369K Buy
1,449
+10
+0.7% +$2.54K 0.05% 323
2022
Q4
$333K Buy
1,439
+164
+13% +$38K 0.03% 440
2022
Q3
$281K Buy
1,275
+20
+2% +$4.41K 0.06% 291
2022
Q2
$270 Buy
1,255
+47
+4% +$10 0.02% 316
2022
Q1
$262K Buy
1,208
+2
+0.2% +$434 0.05% 352
2021
Q4
$233K Buy
+1,206
New +$233K 0.04% 415
2021
Q2
Sell
-691
Closed -$105K 1094
2021
Q1
$105K Hold
691
0.01% 700
2020
Q4
$105K Buy
+691
New +$105K 0.02% 575