Bellevue Asset Management’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 | $108K | Buy |
517
+1
| +0.2% | +$211 | 0.05% | 106 |
|
|
2025
Q4 | $94K | Buy |
516
+2
| +0.4% | +$366 | 0.03% | 111 |
|
|
2025
Q3 | $96.3K | Buy |
514
+61
| +13% | +$11.1K | 0.04% | 108 |
|
|
2025
Q2 | $75.3K | Buy |
453
+1
| +0.2% | +$165 | 0.04% | 121 |
|
|
2025
Q1 | $77.4K | Buy |
452
+1
| +0.2% | +$164 | 0.04% | 118 |
|
|
2024
Q4 | $76.4K | Buy |
451
+1
| +0.2% | +$179 | 0.04% | 118 |
|
|
2024
Q3 | $86.3K | Hold |
450
| – | – | 0.04% | 112 |
|
|
2024
Q2 | $82.7K | Hold |
450
| – | – | 0.05% | 106 |
|
|
2024
Q1 | $87.5K | Hold |
450
| – | – | 0.05% | 105 |
|
|
2023
Q4 | $83.9K | Hold |
450
| – | – | 0.07% | 107 |
|
|
2023
Q3 | $90K | Hold |
450
| – | – | 0.06% | 93 |
|
|
2023
Q2 | $112K | Hold |
450
| – | – | 0.07% | 84 |
|
|
2023
Q1 | $114K | Sell |
450
-300
| -40% | -$70.5K | 0.08% | 84 |
|
|
2022
Q4 | $173K | Hold |
750
| – | – | 0.13% | 63 |
|
|
2022
Q3 | $167K | Hold |
750
| – | – | 0.13% | 66 |
|
|
2022
Q2 | $162K | Hold |
750
| – | – | 0.12% | 74 |
|
|
2022
Q1 | $163K | Hold |
750
| – | – | 0.1% | 81 |
|
|
2021
Q4 | $145K | Hold |
750
| – | – | 0.09% | 88 |
|
|
2021
Q3 | $129K | Hold |
750
| – | – | 0.08% | 102 |
|
|
2021
Q2 | $131K | Hold |
750
| – | – | 0.08% | 101 |
|
|
2021
Q1 | $119K | Hold |
750
| – | – | 0.07% | 107 |
|
|
2020
Q4 | $110K | Hold |
750
| – | – | 0.07% | 106 |
|
|
2020
Q3 | $108K | Hold |
750
| – | – | 0.08% | 102 |
|
|
2020
Q2 | $97K | Hold |
750
| – | – | 0.1% | 111 |
|
|
2020
Q1 | $102K | Hold |
750
| – | – | 0.11% | 105 |
|
|
2019
Q4 | $110K | Buy |
+750
| New | +$111K | 0.08% | 103 |
|
Other funds holding HSY
VCM
VPM
