Beese Fulmer Investment 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 | $6.57M | Sell |
39,589
-499
| -1% | -$82.8K | 0.49% | 56 |
|
2025
Q1 | $6.86M | Sell |
40,088
-341
| -0.8% | -$58.3K | 0.59% | 52 |
|
2024
Q4 | $6.85M | Sell |
40,429
-1,376
| -3% | -$233K | 0.58% | 52 |
|
2024
Q3 | $8.02M | Sell |
41,805
-1,140
| -3% | -$219K | 0.69% | 52 |
|
2024
Q2 | $7.89M | Buy |
42,945
+1,850
| +5% | +$340K | 0.72% | 50 |
|
2024
Q1 | $7.99M | Sell |
41,095
-1,151
| -3% | -$224K | 0.75% | 49 |
|
2023
Q4 | $7.88M | Sell |
42,246
-983
| -2% | -$183K | 0.82% | 45 |
|
2023
Q3 | $8.65M | Sell |
43,229
-535
| -1% | -$107K | 0.98% | 38 |
|
2023
Q2 | $10.9M | Sell |
43,764
-1,065
| -2% | -$266K | 1.18% | 29 |
|
2023
Q1 | $11.4M | Sell |
44,829
-635
| -1% | -$162K | 1.3% | 24 |
|
2022
Q4 | $10.5M | Sell |
45,464
-541
| -1% | -$125K | 1.27% | 26 |
|
2022
Q3 | $10.1M | Buy |
46,005
+84
| +0.2% | +$18.5K | 1.36% | 22 |
|
2022
Q2 | $9.88M | Sell |
45,921
-987
| -2% | -$212K | 1.26% | 26 |
|
2022
Q1 | $10.2M | Sell |
46,908
-1,109
| -2% | -$240K | 1.1% | 31 |
|
2021
Q4 | $9.29M | Sell |
48,017
-1,311
| -3% | -$254K | 0.97% | 35 |
|
2021
Q3 | $8.35M | Sell |
49,328
-270
| -0.5% | -$45.7K | 0.94% | 39 |
|
2021
Q2 | $8.64M | Sell |
49,598
-539
| -1% | -$93.9K | 0.98% | 37 |
|
2021
Q1 | $7.93M | Sell |
50,137
-1,036
| -2% | -$164K | 0.95% | 36 |
|
2020
Q4 | $7.8M | Sell |
51,173
-1,124
| -2% | -$171K | 1% | 34 |
|
2020
Q3 | $7.5M | Sell |
52,297
-645
| -1% | -$92.5K | 1.06% | 30 |
|
2020
Q2 | $6.86M | Sell |
52,942
-2,124
| -4% | -$275K | 1.01% | 33 |
|
2020
Q1 | $7.3M | Sell |
55,066
-493
| -0.9% | -$65.3K | 1.29% | 20 |
|
2019
Q4 | $8.17M | Sell |
55,559
-111
| -0.2% | -$16.3K | 1.14% | 28 |
|
2019
Q3 | $8.63M | Buy |
55,670
+24,489
| +79% | +$3.8M | 1.3% | 22 |
|
2019
Q2 | $4.18M | Sell |
31,181
-1,100
| -3% | -$147K | 0.79% | 53 |
|
2019
Q1 | $3.71M | Hold |
32,281
| – | – | 0.73% | 52 |
|
2018
Q4 | $3.46M | Sell |
32,281
-800
| -2% | -$85.7K | 0.78% | 51 |
|
2018
Q3 | $3.37M | Sell |
33,081
-150
| -0.5% | -$15.3K | 0.66% | 57 |
|
2018
Q2 | $3.09M | Sell |
33,231
-2,163
| -6% | -$201K | 0.65% | 60 |
|
2018
Q1 | $3.5M | Sell |
35,394
-825
| -2% | -$81.7K | 0.77% | 54 |
|
2017
Q4 | $4.11M | Hold |
36,219
| – | – | 0.88% | 46 |
|
2017
Q3 | $3.95M | Sell |
36,219
-25
| -0.1% | -$2.73K | 0.9% | 47 |
|
2017
Q2 | $3.89M | Sell |
36,244
-300
| -0.8% | -$32.2K | 0.93% | 44 |
|
2017
Q1 | $3.99M | Sell |
36,544
-150
| -0.4% | -$16.4K | 0.97% | 41 |
|
2016
Q4 | $3.8M | Sell |
36,694
-562
| -2% | -$58.1K | 0.98% | 43 |
|
2016
Q3 | $3.56M | Sell |
37,256
-650
| -2% | -$62.1K | 0.96% | 43 |
|
2016
Q2 | $4.3M | Hold |
37,906
| – | – | 1.22% | 32 |
|
2016
Q1 | $3.48M | Sell |
37,906
-170
| -0.4% | -$15.6K | 1.01% | 40 |
|
2015
Q4 | $3.4M | Hold |
38,076
| – | – | 1.05% | 37 |
|
2015
Q3 | $3.5M | Sell |
38,076
-200
| -0.5% | -$18.4K | 1.15% | 31 |
|
2015
Q2 | $3.4M | Buy |
38,276
+100
| +0.3% | +$8.88K | 1.09% | 33 |
|
2015
Q1 | $3.85M | Sell |
38,176
-400
| -1% | -$40.4K | 1.29% | 28 |
|
2014
Q4 | $4.01M | Sell |
38,576
-160
| -0.4% | -$16.6K | 1.26% | 27 |
|
2014
Q3 | $3.7M | Sell |
38,736
-50
| -0.1% | -$4.77K | 1.2% | 29 |
|
2014
Q2 | $3.78M | Sell |
38,786
-275
| -0.7% | -$26.8K | 1.23% | 28 |
|
2014
Q1 | $4.08M | Hold |
39,061
| – | – | 1.42% | 21 |
|
2013
Q4 | $3.8M | Hold |
39,061
| – | – | 1.35% | 20 |
|
2013
Q3 | $3.61M | Sell |
39,061
-500
| -1% | -$46.2K | 1.42% | 21 |
|
2013
Q2 | $3.53M | Buy |
+39,561
| New | +$3.53M | 1.51% | 18 |
|