Kozak & Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.44K | Hold |
58
| – | – | ﹤0.01% | 250 |
|
2025
Q1 | $9.85K | Buy |
58
+1
| +2% | +$170 | ﹤0.01% | 224 |
|
2024
Q4 | $9.7K | Buy |
57
+12
| +27% | +$2.04K | ﹤0.01% | 249 |
|
2024
Q3 | $8.32K | Hold |
45
| – | – | ﹤0.01% | 245 |
|
2024
Q2 | $8.22K | Buy |
45
+1
| +2% | +$183 | ﹤0.01% | 239 |
|
2024
Q1 | $9.25K | Hold |
44
| – | – | ﹤0.01% | 242 |
|
2023
Q4 | $8.45K | Hold |
44
| – | – | ﹤0.01% | 248 |
|
2023
Q3 | $8.55K | Hold |
44
| – | – | ﹤0.01% | 245 |
|
2023
Q2 | $11K | Buy |
44
+1
| +2% | +$249 | ﹤0.01% | 222 |
|
2023
Q1 | $11K | Hold |
43
| – | – | 0.01% | 221 |
|
2022
Q4 | $10K | Hold |
43
| – | – | 0.01% | 226 |
|
2022
Q3 | $10K | Hold |
43
| – | – | 0.01% | 219 |
|
2022
Q2 | $9K | Buy |
43
+1
| +2% | +$209 | 0.01% | 236 |
|
2022
Q1 | $9K | Hold |
42
| – | – | 0.01% | 267 |
|
2021
Q4 | $9K | Hold |
42
| – | – | 0.01% | 267 |
|
2021
Q3 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 260 |
|