Aureus Asset 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 | $679K | Sell |
4,090
-400
| -9% | -$66.4K | 0.04% | 113 |
|
|
2025
Q1 | $768K | Sell |
4,490
-510
| -10% | -$87.2K | 0.05% | 104 |
|
|
2024
Q4 | $847K | Sell |
5,000
-50
| -1% | -$8.47K | 0.05% | 103 |
|
|
2024
Q3 | $968K | Hold |
5,050
| – | – | 0.06% | 92 |
|
|
2024
Q2 | $928K | Hold |
5,050
| – | – | 0.06% | 91 |
|
|
2024
Q1 | $982K | Hold |
5,050
| – | – | 0.07% | 88 |
|
|
2023
Q4 | $942K | Sell |
5,050
-525
| -9% | -$97.9K | 0.07% | 88 |
|
|
2023
Q3 | $1.12M | Hold |
5,575
| – | – | 0.09% | 86 |
|
|
2023
Q2 | $1.39M | Hold |
5,575
| – | – | 0.1% | 83 |
|
|
2023
Q1 | $1.42M | Hold |
5,575
| – | – | 0.11% | 80 |
|
|
2022
Q4 | $1.29M | Hold |
5,575
| – | – | 0.11% | 82 |
|
|
2022
Q3 | $1.23M | Hold |
5,575
| – | – | 0.11% | 80 |
|
|
2022
Q2 | $1.2M | Sell |
5,575
-500
| -8% | -$108K | 0.1% | 87 |
|
|
2022
Q1 | $1.32M | Hold |
6,075
| – | – | 0.09% | 92 |
|
|
2021
Q4 | $1.18M | Sell |
6,075
-6,700
| -52% | -$1.3M | 0.07% | 90 |
|
|
2021
Q3 | $2.16M | Sell |
12,775
-1,900
| -13% | -$322K | 0.14% | 73 |
|
|
2021
Q2 | $2.56M | Buy |
+14,675
| New | +$2.56M | 0.16% | 68 |
|
|
2015
Q2 | – | Sell |
-50,376
| Closed | -$5.08M | – | 171 |
|
|
2015
Q1 | $5.08M | Buy |
50,376
+5,046
| +11% | +$509K | 1.17% | 39 |
|
|
2014
Q4 | $4.71M | Buy |
+45,330
| New | +$4.71M | 1.15% | 39 |
|