Allen Investment Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Hold |
2,520
| – | – | ﹤0.01% | 171 |
|
|
2025
Q1 | $431K | Hold |
2,520
| – | – | 0.01% | 171 |
|
|
2024
Q4 | $427K | Sell |
2,520
-4,000
| -61% | -$677K | ﹤0.01% | 170 |
|
|
2024
Q3 | $1.25M | Hold |
6,520
| – | – | 0.01% | 134 |
|
|
2024
Q2 | $1.2M | Hold |
6,520
| – | – | 0.01% | 135 |
|
|
2024
Q1 | $1.27M | Hold |
6,520
| – | – | 0.02% | 125 |
|
|
2023
Q4 | $1.22M | Hold |
6,520
| – | – | 0.02% | 126 |
|
|
2023
Q3 | $1.3M | Hold |
6,520
| – | – | 0.02% | 119 |
|
|
2023
Q2 | $1.63M | Hold |
6,520
| – | – | 0.02% | 107 |
|
|
2023
Q1 | $1.66M | Hold |
6,520
| – | – | 0.03% | 106 |
|
|
2022
Q4 | $1.51M | Hold |
6,520
| – | – | 0.02% | 103 |
|
|
2022
Q3 | $1.44M | Hold |
6,520
| – | – | 0.02% | 111 |
|
|
2022
Q2 | $1.4M | Hold |
6,520
| – | – | 0.02% | 116 |
|
|
2022
Q1 | $1.41M | Hold |
6,520
| – | – | 0.02% | 120 |
|
|
2021
Q4 | $1.26M | Buy |
6,520
+4,000
| +159% | +$774K | 0.02% | 135 |
|
|
2021
Q3 | $427K | Hold |
2,520
| – | – | 0.01% | 152 |
|
|
2021
Q2 | $439K | Hold |
2,520
| – | – | 0.01% | 143 |
|
|
2021
Q1 | $399K | Hold |
2,520
| – | – | 0.01% | 150 |
|
|
2020
Q4 | $384K | Hold |
2,520
| – | – | 0.01% | 148 |
|
|
2020
Q3 | $361K | Hold |
2,520
| – | – | 0.01% | 142 |
|
|
2020
Q2 | $327K | Hold |
2,520
| – | – | 0.01% | 144 |
|
|
2020
Q1 | $334K | Buy |
+2,520
| New | +$334K | 0.01% | 142 |
|