Summit Financial’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
3,760
+1,373
| +58% | +$228K | 0.01% | 518 |
|
|
2025
Q1 | $408K | Sell |
2,387
-802
| -25% | -$137K | 0.01% | 560 |
|
|
2024
Q4 | $540K | Sell |
3,189
-1,179
| -27% | -$200K | 0.02% | 436 |
|
|
2024
Q3 | $838K | Buy |
4,368
+1,159
| +36% | +$222K | 0.03% | 292 |
|
|
2024
Q2 | $590K | Buy |
3,209
+1,441
| +82% | +$265K | 0.03% | 304 |
|
|
2024
Q1 | $344K | Buy |
1,768
+441
| +33% | +$85.8K | 0.02% | 308 |
|
|
2023
Q4 | $247K | Sell |
1,327
-201
| -13% | -$37.5K | 0.02% | 316 |
|
|
2023
Q3 | $306K | Buy |
+1,528
| New | +$306K | 0.02% | 287 |
|