Bank Julius Baer & Co’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Buy |
54,656
+4,901
| +10% | +$1.03M | 0.04% | 171 |
|
|
2025
Q4 | $9.06M | Sell |
49,755
-7,381
| -13% | -$1.35M | 0.03% | 189 |
|
|
2025
Q3 | $10.7M | Sell |
57,136
-7,386
| -11% | -$1.34M | 0.03% | 191 |
|
|
2025
Q2 | $10.7M | Buy |
64,522
+32,903
| +104% | +$5.42M | 0.03% | 185 |
|
|
2025
Q1 | $5.38M | Sell |
31,619
-324
| -1% | -$53K | 0.02% | 243 |
|
|
2024
Q4 | $5.47M | Sell |
31,943
-66,110
| -67% | -$11.9M | 0.02% | 237 |
|
|
2024
Q3 | $19.3M | Buy |
98,053
+74,054
| +309% | +$14.4M | 0.06% | 132 |
|
|
2024
Q2 | $4.77M | Sell |
23,999
-3,414
| -12% | -$661K | 0.02% | 186 |
|
|
2024
Q1 | $5.32M | Sell |
27,413
-615
| -2% | -$119K | 0.02% | 196 |
|
|
2023
Q4 | $5.23M | Buy |
28,028
+22,851
| +441% | +$4.33M | 0.02% | 206 |
|
|
2023
Q3 | $1.04M | Buy |
5,177
+848
| +20% | +$190K | 0.01% | 258 |
|
|
2023
Q2 | $1.08M | Sell |
4,329
-85
| -2% | -$22.3K | 0.01% | 262 |
|
|
2023
Q1 | $1.12M | Buy |
4,414
+2,131
| +93% | +$501K | 0.01% | 261 |
|
|
2022
Q4 | $529K | Buy |
2,283
+596
| +35% | +$137K | ﹤0.01% | 335 |
|
|
2022
Q3 | $372K | Sell |
1,687
-156
| -8% | -$35K | ﹤0.01% | 357 |
|
|
2022
Q2 | $397K | Buy |
1,843
+562
| +44% | +$122K | ﹤0.01% | 358 |
|
|
2022
Q1 | $278K | Buy |
1,281
+600
| +88% | +$122K | ﹤0.01% | 391 |
|
|
2021
Q4 | $132K | Sell |
681
-660
| -49% | -$120K | ﹤0.01% | 580 |
|
|
2021
Q3 | $227K | Sell |
1,341
-2,689
| -67% | -$475K | ﹤0.01% | 529 |
|
|
2021
Q2 | $702K | Sell |
4,030
-1
| -0% | -$168 | ﹤0.01% | 404 |
|
|
2021
Q1 | $638K | Hold |
4,031
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $614K | Sell |
4,031
-1,800
| -31% | -$266K | 0.01% | 424 |
|
|
2020
Q3 | $836K | Buy |
5,831
+160
| +3% | +$22.7K | 0.01% | 314 |
|
|
2020
Q2 | $756K | Sell |
5,671
-160
| -3% | -$21.5K | 0.01% | 307 |
|
|
2020
Q1 | $773K | Buy |
+5,831
| New | +$860K | 0.02% | 260 |
|
Other funds holding HSY
VCM
VPM