Atria Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
16,065
+3,979
| +33% | +$660K | 0.03% | 612 |
|
|
2025
Q1 | $2.07M | Sell |
12,086
-8,715
| -42% | -$1.49M | 0.03% | 690 |
|
|
2024
Q4 | $3.52M | Sell |
20,801
-16,076
| -44% | -$2.72M | 0.04% | 467 |
|
|
2024
Q3 | $7.07M | Buy |
36,877
+1,223
| +3% | +$235K | 0.09% | 259 |
|
|
2024
Q2 | $6.55M | Buy |
35,654
+3,073
| +9% | +$565K | 0.08% | 269 |
|
|
2024
Q1 | $6.34M | Buy |
32,581
+7,612
| +30% | +$1.48M | 0.09% | 275 |
|
|
2023
Q4 | $4.66M | Buy |
24,969
+4,312
| +21% | +$804K | 0.07% | 317 |
|
|
2023
Q3 | $4.13M | Buy |
20,657
+800
| +4% | +$160K | 0.07% | 332 |
|
|
2023
Q2 | $4.96M | Buy |
19,857
+781
| +4% | +$195K | 0.09% | 263 |
|
|
2023
Q1 | $4.85M | Buy |
19,076
+2,210
| +13% | +$562K | 0.09% | 272 |
|
|
2022
Q4 | $3.91M | Buy |
16,866
+425
| +3% | +$98.4K | 0.08% | 307 |
|
|
2022
Q3 | $3.63M | Sell |
16,441
-3,170
| -16% | -$699K | 0.08% | 300 |
|
|
2022
Q2 | $4.22M | Sell |
19,611
-4,005
| -17% | -$862K | 0.09% | 274 |
|
|
2022
Q1 | $5.12M | Sell |
23,616
-3
| -0% | -$650 | 0.09% | 280 |
|
|
2021
Q4 | $4.57M | Buy |
23,619
+471
| +2% | +$91.1K | 0.08% | 307 |
|
|
2021
Q3 | $3.92M | Buy |
23,148
+415
| +2% | +$70.2K | 0.07% | 320 |
|
|
2021
Q2 | $3.96M | Buy |
22,733
+1,970
| +9% | +$343K | 0.08% | 293 |
|
|
2021
Q1 | $3.28M | Buy |
20,763
+3,002
| +17% | +$475K | 0.07% | 312 |
|
|
2020
Q4 | $2.71M | Buy |
17,761
+2,207
| +14% | +$336K | 0.07% | 328 |
|
|
2020
Q3 | $2.23M | Buy |
+15,554
| New | +$2.23M | 0.07% | 314 |
|
|
2020
Q1 | – | Sell |
-4,855
| Closed | -$714K | – | 820 |
|
|
2019
Q4 | $714K | Buy |
4,855
+785
| +19% | +$115K | 0.02% | 660 |
|
|
2019
Q3 | $631K | Sell |
4,070
-147
| -3% | -$22.8K | 0.02% | 529 |
|
|
2019
Q2 | $653K | Buy |
4,217
+1,322
| +46% | +$205K | 0.02% | 509 |
|
|
2019
Q1 | $332K | Sell |
2,895
-6,725
| -70% | -$771K | 0.01% | 661 |
|
|
2018
Q4 | $1.03M | Sell |
9,620
-476
| -5% | -$51K | 0.05% | 293 |
|
|
2018
Q3 | $1.03M | Sell |
10,096
-530
| -5% | -$54.1K | 0.04% | 385 |
|
|
2018
Q2 | $989K | Buy |
10,626
+1,517
| +17% | +$141K | 0.04% | 376 |
|
|
2018
Q1 | $901K | Sell |
9,109
-163
| -2% | -$16.1K | 0.04% | 365 |
|
|
2017
Q4 | $1.05M | Buy |
9,272
+3,468
| +60% | +$393K | 0.05% | 331 |
|
|
2017
Q3 | $634K | Buy |
5,804
+2,288
| +65% | +$250K | 0.03% | 412 |
|
|
2017
Q2 | $378K | Buy |
3,516
+2
| +0.1% | +$215 | 0.02% | 494 |
|
|
2017
Q1 | $384K | Buy |
+3,514
| New | +$384K | 0.03% | 453 |
|
|
2016
Q2 | – | Sell |
-2,258
| Closed | -$208K | – | 484 |
|
|
2016
Q1 | $208K | Sell |
2,258
-219
| -9% | -$20.2K | 0.02% | 408 |
|
|
2015
Q4 | $210K | Buy |
+2,477
| New | +$210K | 0.02% | 377 |
|
|
2013
Q3 | – | Sell |
-4,539
| Closed | -$405K | – | 458 |
|
|
2013
Q2 | $405K | Buy |
+4,539
| New | +$405K | 0.05% | 223 |
|