Northcape Wealth 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 | $272K | Hold |
1,637
| – | – | 0.08% | 122 |
|
|
2025
Q1 | $280K | Buy |
1,637
+330
| +25% | +$56.5K | 0.09% | 122 |
|
|
2024
Q4 | $221K | Buy |
+1,307
| New | +$221K | 0.07% | 129 |
|
|
2024
Q3 | – | Sell |
-1,328
| Closed | -$244K | – | 132 |
|
|
2024
Q2 | $244K | Sell |
1,328
-41
| -3% | -$7.54K | 0.09% | 126 |
|
|
2024
Q1 | $266K | Sell |
1,369
-84
| -6% | -$16.3K | 0.1% | 118 |
|
|
2023
Q4 | $271K | Sell |
1,453
-28
| -2% | -$5.22K | 0.1% | 123 |
|
|
2023
Q3 | $296K | Sell |
1,481
-1,045
| -41% | -$209K | 0.11% | 121 |
|
|
2023
Q2 | $631K | Buy |
2,526
+1,676
| +197% | +$419K | 0.23% | 88 |
|
|
2023
Q1 | $216K | Buy |
+850
| New | +$216K | 0.08% | 142 |
|
|
2022
Q4 | – | Sell |
-1,909
| Closed | -$421K | – | 98 |
|
|
2022
Q3 | $421K | Buy |
+1,909
| New | +$421K | 0.15% | 98 |
|
|
2022
Q2 | – | Sell |
-1,895
| Closed | -$410K | – | 131 |
|
|
2022
Q1 | $410K | Buy |
+1,895
| New | +$410K | 0.12% | 108 |
|