MAI 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 | $1.99M | Sell |
11,962
-4,352
| -27% | -$722K | 0.01% | 482 |
|
|
2025
Q1 | $2.79M | Sell |
16,314
-33,186
| -67% | -$5.68M | 0.02% | 416 |
|
|
2024
Q4 | $8.38M | Sell |
49,500
-73,660
| -60% | -$12.5M | 0.06% | 252 |
|
|
2024
Q3 | $23.6M | Buy |
123,160
+12,832
| +12% | +$2.46M | 0.22% | 90 |
|
|
2024
Q2 | $20.3M | Buy |
110,328
+72,126
| +189% | +$13.3M | 0.2% | 94 |
|
|
2024
Q1 | $7.43M | Buy |
38,202
+34,403
| +906% | +$6.69M | 0.08% | 200 |
|
|
2023
Q4 | $708K | Buy |
3,799
+945
| +33% | +$176K | 0.01% | 571 |
|
|
2023
Q3 | $571K | Buy |
2,854
+786
| +38% | +$157K | 0.01% | 584 |
|
|
2023
Q2 | $516K | Buy |
2,068
+327
| +19% | +$81.7K | 0.01% | 614 |
|
|
2023
Q1 | $443K | Buy |
1,741
+53
| +3% | +$13.5K | 0.01% | 658 |
|
|
2022
Q4 | $391K | Buy |
+1,688
| New | +$391K | 0.01% | 671 |
|
|
2016
Q3 | – | Sell |
-1,834
| Closed | -$208K | – | 451 |
|
|
2016
Q2 | $208K | Sell |
1,834
-507
| -22% | -$57.5K | 0.02% | 385 |
|
|
2016
Q1 | $216K | Buy |
+2,341
| New | +$216K | 0.02% | 372 |
|