Summit Place Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
14,424
-866
| -6% | -$144K | 1.2% | 36 |
|
|
2025
Q1 | $2.62M | Buy |
15,290
+1,352
| +10% | +$231K | 1.48% | 32 |
|
|
2024
Q4 | $2.36M | Sell |
13,938
-605
| -4% | -$102K | 1.34% | 34 |
|
|
2024
Q3 | $2.79M | Sell |
14,543
-571
| -4% | -$110K | 1.56% | 34 |
|
|
2024
Q2 | $2.78M | Buy |
15,114
+303
| +2% | +$55.7K | 1.64% | 27 |
|
|
2024
Q1 | $2.88M | Buy |
14,811
+1,155
| +8% | +$225K | 1.69% | 27 |
|
|
2023
Q4 | $2.55M | Buy |
13,656
+2,776
| +26% | +$518K | 1.66% | 28 |
|
|
2023
Q3 | $2.18M | Buy |
10,880
+1,230
| +13% | +$246K | 1.55% | 30 |
|
|
2023
Q2 | $2.41M | Sell |
9,650
-1,110
| -10% | -$277K | 1.56% | 31 |
|
|
2023
Q1 | $2.74M | Buy |
10,760
+1,087
| +11% | +$277K | 1.94% | 14 |
|
|
2022
Q4 | $2.24M | Buy |
9,673
+670
| +7% | +$155K | 1.84% | 22 |
|
|
2022
Q3 | $1.99M | Sell |
9,003
-175
| -2% | -$38.6K | 1.84% | 17 |
|
|
2022
Q2 | $1.98M | Sell |
9,178
-880
| -9% | -$189K | 1.66% | 14 |
|
|
2022
Q1 | $2.18M | Sell |
10,058
-2,720
| -21% | -$589K | 1.46% | 21 |
|
|
2021
Q4 | $2.47M | Buy |
12,778
+15
| +0.1% | +$2.9K | 1.71% | 17 |
|
|
2021
Q3 | $2.16M | Buy |
12,763
+250
| +2% | +$42.3K | 1.57% | 28 |
|
|
2021
Q2 | $2.18M | Sell |
12,513
-1,667
| -12% | -$290K | 1.6% | 20 |
|
|
2021
Q1 | $2.24M | Buy |
14,180
+125
| +0.9% | +$19.8K | 1.81% | 8 |
|
|
2020
Q4 | $2.14M | Buy |
14,055
+900
| +7% | +$137K | 1.86% | 15 |
|
|
2020
Q3 | $1.89M | Buy |
13,155
+325
| +3% | +$46.6K | 1.89% | 15 |
|
|
2020
Q2 | $1.66M | Buy |
+12,830
| New | +$1.66M | 2.63% | 18 |
|