Whitney & Co’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
33,924
-205
| -0.6% | -$34K | 0.56% | 54 |
|
|
2025
Q1 | $5.84M | Buy |
34,129
+1,355
| +4% | +$232K | 0.62% | 53 |
|
|
2024
Q4 | $5.55M | Sell |
32,774
-8,464
| -21% | -$1.43M | 0.58% | 50 |
|
|
2024
Q3 | $7.91M | Buy |
41,238
+768
| +2% | +$147K | 0.85% | 42 |
|
|
2024
Q2 | $7.44M | Buy |
40,470
+616
| +2% | +$113K | 0.85% | 39 |
|
|
2024
Q1 | $7.75M | Buy |
39,854
+10,869
| +37% | +$2.11M | 0.92% | 36 |
|
|
2023
Q4 | $5.4M | Buy |
+28,985
| New | +$5.4M | 0.7% | 42 |
|