Oak Thistle LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $465K | Buy |
+2,805
| New | +$465K | 0.07% | 380 |
|
2024
Q4 | – | Sell |
-1,671
| Closed | -$320K | – | 465 |
|
2024
Q3 | $320K | Buy |
1,671
+70
| +4% | +$13.4K | 0.1% | 321 |
|
2024
Q2 | $294K | Buy |
1,601
+469
| +41% | +$86.2K | 0.22% | 204 |
|
2024
Q1 | $220K | Buy |
+1,132
| New | +$220K | 0.2% | 246 |
|
2023
Q4 | – | Sell |
-5,919
| Closed | -$1.18M | – | 521 |
|
2023
Q3 | $1.18M | Sell |
5,919
-575
| -9% | -$115K | 0.35% | 84 |
|
2023
Q2 | $1.62M | Buy |
6,494
+2,292
| +55% | +$572K | 0.86% | 5 |
|
2023
Q1 | $1.07M | Buy |
+4,202
| New | +$1.07M | 0.63% | 9 |
|