Stratos Investment 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 | $665K | Buy |
4,008
+339
| +9% | +$56.3K | 0.03% | 218 |
|
2025
Q1 | $628K | Buy |
+3,669
| New | +$628K | 0.03% | 194 |
|
2024
Q4 | – | Sell |
-2,535
| Closed | -$486K | – | 279 |
|
2024
Q3 | $486K | Buy |
2,535
+413
| +19% | +$79.2K | 0.03% | 162 |
|
2024
Q2 | $390K | Buy |
2,122
+168
| +9% | +$30.9K | 0.03% | 159 |
|
2024
Q1 | $380K | Buy |
1,954
+248
| +15% | +$48.2K | 0.04% | 152 |
|
2023
Q4 | $318K | Sell |
1,706
-56
| -3% | -$10.4K | 0.04% | 143 |
|
2023
Q3 | $353K | Buy |
+1,762
| New | +$353K | 0.05% | 127 |
|