NorthRock Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Hold |
1,274
| – | – | 0.01% | 629 |
|
2025
Q1 | $218K | Buy |
+1,274
| New | +$218K | 0.01% | 542 |
|
2024
Q4 | – | Sell |
-1,796
| Closed | -$345K | – | 807 |
|
2024
Q3 | $345K | Buy |
1,796
+88
| +5% | +$16.9K | 0.01% | 450 |
|
2024
Q2 | $314K | Buy |
1,708
+335
| +24% | +$61.6K | 0.01% | 456 |
|
2024
Q1 | $267K | Buy |
+1,373
| New | +$267K | 0.01% | 504 |
|