Trail Ridge Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,931
| Closed | -$666K | – | 105 |
|
|
2024
Q4 | $666K | Buy |
3,931
+8
| +0.2% | +$1.36K | 0.32% | 66 |
|
|
2024
Q3 | $714K | Hold |
3,923
| – | – | 0.34% | 63 |
|
|
2024
Q2 | $721K | Hold |
3,923
| – | – | 0.37% | 57 |
|
|
2024
Q1 | $763K | Hold |
3,923
| – | – | 0.43% | 50 |
|
|
2023
Q4 | $731K | Hold |
3,923
| – | – | 0.45% | 52 |
|
|
2023
Q3 | $785K | Hold |
3,923
| – | – | 0.53% | 50 |
|
|
2023
Q2 | $980K | Hold |
3,923
| – | – | 0.6% | 51 |
|
|
2023
Q1 | $998K | Hold |
3,923
| – | – | 0.65% | 51 |
|
|
2022
Q4 | $908K | Hold |
3,923
| – | – | 0.63% | 51 |
|
|
2022
Q3 | $859K | Hold |
3,923
| – | – | 0.57% | 53 |
|
|
2022
Q2 | $844K | Hold |
3,923
| – | – | 0.57% | 52 |
|
|
2022
Q1 | $850K | Hold |
3,923
| – | – | 0.52% | 57 |
|
|
2021
Q4 | $759K | Buy |
+3,923
| New | +$759K | 0.46% | 62 |
|