Summit Trail 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
$272K Buy
+1,642
New +$272K ﹤0.01% 967
2018
Q1
Sell
-136
Closed -$15K 985
2017
Q4
$15K Buy
+136
New +$15K ﹤0.01% 1119