Bellecapital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,695
| Closed | -$287K | – | 147 |
|
|
2024
Q4 | $287K | Sell |
1,695
-627
| -27% | -$106K | 0.05% | 113 |
|
|
2024
Q3 | $445K | Sell |
2,322
-1,413
| -38% | -$271K | 0.09% | 97 |
|
|
2024
Q2 | $687K | Sell |
3,735
-601
| -14% | -$110K | 0.15% | 85 |
|
|
2024
Q1 | $843K | Hold |
4,336
| – | – | 0.19% | 77 |
|
|
2023
Q4 | $808K | Hold |
4,336
| – | – | 0.18% | 76 |
|
|
2023
Q3 | $868K | Hold |
4,336
| – | – | 0.22% | 72 |
|
|
2023
Q2 | $1.08M | Sell |
4,336
-1,110
| -20% | -$277K | 0.26% | 65 |
|
|
2023
Q1 | $1.39M | Hold |
5,446
| – | – | 0.34% | 62 |
|
|
2022
Q4 | $1.26M | Hold |
5,446
| – | – | 0.35% | 57 |
|
|
2022
Q3 | $1.2M | Sell |
5,446
-688
| -11% | -$152K | 0.37% | 55 |
|
|
2022
Q2 | $1.32M | Sell |
6,134
-60
| -1% | -$12.9K | 0.37% | 55 |
|
|
2022
Q1 | $1.34M | Hold |
6,194
| – | – | 0.43% | 51 |
|
|
2021
Q4 | $1.2M | Sell |
6,194
-735
| -11% | -$142K | 0.34% | 61 |
|
|
2021
Q3 | $1.17M | Buy |
6,929
+170
| +3% | +$28.8K | 0.36% | 61 |
|
|
2021
Q2 | $1.18M | Hold |
6,759
| – | – | 0.36% | 59 |
|
|
2021
Q1 | $1.07M | Buy |
6,759
+2,822
| +72% | +$446K | 0.33% | 58 |
|
|
2020
Q4 | $600K | Sell |
3,937
-99
| -2% | -$15.1K | 0.2% | 89 |
|
|
2020
Q3 | $579K | Sell |
4,036
-1,092
| -21% | -$157K | 0.26% | 72 |
|
|
2020
Q2 | $665K | Hold |
5,128
| – | – | 0.31% | 63 |
|
|
2020
Q1 | $679K | Buy |
5,128
+1,237
| +32% | +$164K | 0.43% | 52 |
|
|
2019
Q4 | $572K | Buy |
3,891
+123
| +3% | +$18.1K | 0.29% | 76 |
|
|
2019
Q3 | $584K | Buy |
3,768
+55
| +1% | +$8.52K | 0.35% | 65 |
|
|
2019
Q2 | $498K | Buy |
3,713
+110
| +3% | +$14.8K | 0.31% | 67 |
|
|
2019
Q1 | $414K | Buy |
3,603
+692
| +24% | +$79.5K | 0.26% | 72 |
|
|
2018
Q4 | $312K | Buy |
+2,911
| New | +$312K | 0.22% | 74 |
|