Kathmere 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
Q2 | $373K | Buy |
2,246
+514
| +30% | +$85.3K | 0.03% | 330 |
|
|
2025
Q1 | $296K | Sell |
1,732
-638
| -27% | -$109K | 0.03% | 327 |
|
|
2024
Q4 | $401K | Buy |
+2,370
| New | +$401K | 0.04% | 268 |
|
|
2024
Q3 | – | Sell |
-1,588
| Closed | -$292K | – | 389 |
|
|
2024
Q2 | $292K | Buy |
+1,588
| New | +$292K | 0.03% | 265 |
|
|
2023
Q3 | – | Sell |
-2,057
| Closed | -$514K | – | 271 |
|
|
2023
Q2 | $514K | Buy |
2,057
+105
| +5% | +$26.2K | 0.08% | 112 |
|
|
2023
Q1 | $496K | Buy |
1,952
+883
| +83% | +$225K | 0.08% | 112 |
|
|
2022
Q4 | $248K | Buy |
1,069
+154
| +17% | +$35.7K | 0.04% | 161 |
|
|
2022
Q3 | $202K | Buy |
+915
| New | +$202K | 0.04% | 156 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$5K | – | 258 |
|
|
2020
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 346 |
|
|
2020
Q3 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 328 |
|