Waterloo Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
1,410
+135
| +11% | +$22.4K | 0.02% | 412 |
|
|
2025
Q1 | $218K | Buy |
1,275
+7
| +0.6% | +$1.2K | 0.02% | 365 |
|
|
2024
Q4 | $215K | Buy |
1,268
+28
| +2% | +$4.74K | 0.02% | 341 |
|
|
2024
Q3 | $238K | Buy |
1,240
+9
| +0.7% | +$1.73K | 0.03% | 321 |
|
|
2024
Q2 | $226K | Sell |
1,231
-10
| -0.8% | -$1.84K | 0.03% | 317 |
|
|
2024
Q1 | $241K | Buy |
1,241
+22
| +2% | +$4.28K | 0.03% | 317 |
|
|
2023
Q4 | $227K | Buy |
1,219
+12
| +1% | +$2.24K | 0.04% | 343 |
|
|
2023
Q3 | $241K | Sell |
1,207
-1
| -0.1% | -$200 | 0.07% | 167 |
|
|
2023
Q2 | $302K | Sell |
1,208
-1,146
| -49% | -$286K | 0.09% | 132 |
|
|
2023
Q1 | $599K | Buy |
+2,354
| New | +$599K | 0.19% | 78 |
|
|
2020
Q1 | $258K | Buy |
+1,948
| New | +$258K | 0.18% | 122 |
|