Beaton Management Company’s Hershey HSY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Hold	1,384	–	–	0.11%	127
2025 Q1	$237K	Sell	1,384 -125	-8%	-$21.4K	0.12%	121
2024 Q4	$256K	Hold	1,509	–	–	0.13%	118
2024 Q3	$289K	Hold	1,509	–	–	0.15%	112
2024 Q2	$277K	Hold	1,509	–	–	0.15%	113
2024 Q1	$294K	Hold	1,509	–	–	0.16%	113
2023 Q4	$281K	Hold	1,509	–	–	0.17%	114
2023 Q3	$302K	Hold	1,509	–	–	0.2%	102
2023 Q2	$377K	Hold	1,509	–	–	0.24%	91
2023 Q1	$384K	Hold	1,509	–	–	0.26%	88
2022 Q4	$349K	Hold	1,509	–	–	0.23%	97
2022 Q3	$333K	Hold	1,509	–	–	0.25%	93
2022 Q2	$325K	Hold	1,509	–	–	0.23%	96
2022 Q1	$327K	Hold	1,509	–	–	0.2%	107
2021 Q4	$292K	Hold	1,509	–	–	0.17%	115
2021 Q3	$255K	Hold	1,509	–	–	0.17%	123
2021 Q2	$263K	Hold	1,509	–	–	0.17%	123
2021 Q1	$239K	Hold	1,509	–	–	0.17%	122
2020 Q4	$230K	Hold	1,509	–	–	0.17%	119
2020 Q3	$216K	Buy	+1,509	New	+$216K	0.18%	111
2020 Q1	–	Sell	-1,709	Closed	-$251K	–	116
2019 Q4	$251K	Sell	1,709 -1,000	-37%	-$147K	0.2%	107
2019 Q3	$420K	Sell	2,709 -35	-1%	-$5.43K	0.34%	80
2019 Q2	$368K	Hold	2,744	–	–	0.31%	84
2019 Q1	$315K	Hold	2,744	–	–	0.27%	90
2018 Q4	$294K	Sell	2,744 -100	-4%	-$10.7K	0.29%	85
2018 Q3	$290K	Hold	2,844	–	–	0.24%	102
2018 Q2	$265K	Sell	2,844 -210	-7%	-$19.6K	0.24%	103
2018 Q1	$302K	Buy	3,054 +909	+42%	+$89.9K	0.28%	92
2017 Q4	$243K	Sell	2,145 -355	-14%	-$40.2K	0.22%	104
2017 Q3	$273K	Hold	2,500	–	–	0.26%	97
2017 Q2	$268K	Buy	+2,500	New	+$268K	0.27%	97