Traphagen 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
Q2 | $335K | Buy |
2,017
+7
| +0.3% | +$1.16K | 0.03% | 142 |
|
|
2025
Q1 | $344K | Buy |
2,010
+187
| +10% | +$32K | 0.04% | 131 |
|
|
2024
Q4 | $309K | Buy |
1,823
+5
| +0.3% | +$847 | 0.03% | 135 |
|
|
2024
Q3 | $349K | Sell |
1,818
-66
| -4% | -$12.7K | 0.04% | 124 |
|
|
2024
Q2 | $346K | Sell |
1,884
-34
| -2% | -$6.25K | 0.04% | 119 |
|
|
2024
Q1 | $373K | Buy |
1,918
+115
| +6% | +$22.4K | 0.04% | 118 |
|
|
2023
Q4 | $336K | Sell |
1,803
-344
| -16% | -$64.1K | 0.04% | 121 |
|
|
2023
Q3 | $430K | Buy |
2,147
+354
| +20% | +$70.8K | 0.05% | 98 |
|
|
2023
Q2 | $448K | Buy |
1,793
+4
| +0.2% | +$999 | 0.06% | 96 |
|
|
2023
Q1 | $455K | Buy |
1,789
+5
| +0.3% | +$1.27K | 0.07% | 94 |
|
|
2022
Q4 | $413K | Buy |
1,784
+12
| +0.7% | +$2.78K | 0.06% | 92 |
|
|
2022
Q3 | $391K | Buy |
1,772
+4
| +0.2% | +$882 | 0.07% | 80 |
|
|
2022
Q2 | $380K | Buy |
1,768
+3
| +0.2% | +$646 | 0.07% | 88 |
|
|
2022
Q1 | $382K | Buy |
1,765
+4
| +0.2% | +$866 | 0.06% | 87 |
|
|
2021
Q4 | $341K | Buy |
1,761
+4
| +0.2% | +$774 | 0.06% | 102 |
|
|
2021
Q3 | $297K | Buy |
1,757
+4
| +0.2% | +$677 | 0.05% | 108 |
|
|
2021
Q2 | $305K | Buy |
1,753
+4
| +0.2% | +$697 | 0.05% | 111 |
|
|
2021
Q1 | $277K | Buy |
+1,749
| New | +$277K | 0.05% | 113 |
|