Appleton Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
22,969
-140
| -0.6% | -$23.2K | 0.27% | 84 |
|
|
2025
Q1 | $3.95M | Buy |
23,109
+1,028
| +5% | +$176K | 0.31% | 79 |
|
|
2024
Q4 | $3.74M | Sell |
22,081
-6,734
| -23% | -$1.14M | 0.28% | 84 |
|
|
2024
Q3 | $5.53M | Buy |
28,815
+353
| +1% | +$67.7K | 0.41% | 77 |
|
|
2024
Q2 | $5.23M | Buy |
28,462
+443
| +2% | +$81.4K | 0.4% | 74 |
|
|
2024
Q1 | $5.45M | Sell |
28,019
-1,562
| -5% | -$304K | 0.42% | 73 |
|
|
2023
Q4 | $5.52M | Sell |
29,581
-2,058
| -7% | -$384K | 0.44% | 72 |
|
|
2023
Q3 | $6.33M | Buy |
31,639
+7,071
| +29% | +$1.41M | 0.56% | 55 |
|
|
2023
Q2 | $6.14M | Buy |
24,568
+9,164
| +59% | +$2.29M | 0.52% | 58 |
|
|
2023
Q1 | $3.92M | Buy |
15,404
+2,425
| +19% | +$617K | 0.35% | 71 |
|
|
2022
Q4 | $3.01M | Buy |
+12,979
| New | +$3.01M | 0.28% | 84 |
|
|
2014
Q3 | – | Sell |
-6,145
| Closed | -$598K | – | 191 |
|
|
2014
Q2 | $598K | Sell |
6,145
-155
| -2% | -$15.1K | 0.14% | 109 |
|
|
2014
Q1 | $658K | Hold |
6,300
| – | – | 0.16% | 102 |
|
|
2013
Q4 | $613K | Hold |
6,300
| – | – | 0.15% | 98 |
|
|
2013
Q3 | $583K | Buy |
6,300
+2,000
| +47% | +$185K | 0.16% | 98 |
|
|
2013
Q2 | $384K | Buy |
+4,300
| New | +$384K | 0.11% | 103 |
|