Wolf Group Capital 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 | $225K | Buy |
+1,315
| New | +$225K | 0.08% | 155 |
|
|
2020
Q1 | – | Sell |
-13,392
| Closed | -$1.97M | – | 80 |
|
|
2019
Q4 | $1.97M | Buy |
13,392
+3,108
| +30% | +$457K | 1.29% | 32 |
|
|
2019
Q3 | $1.59M | Buy |
10,284
+222
| +2% | +$34.4K | 1.1% | 35 |
|
|
2019
Q2 | $1.35M | Sell |
10,062
-214
| -2% | -$28.7K | 0.93% | 36 |
|
|
2019
Q1 | $1.18M | Buy |
10,276
+585
| +6% | +$67.2K | 0.81% | 41 |
|
|
2018
Q4 | $1.04M | Buy |
9,691
+125
| +1% | +$13.4K | 0.77% | 44 |
|
|
2018
Q3 | $976K | Buy |
+9,566
| New | +$976K | 0.64% | 56 |
|