BLB&B Advisors’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 | $787K | Buy |
3,785
+14
| +0.4% | +$2.95K | 0.03% | 149 |
|
|
2025
Q4 | $686K | Sell |
3,771
-158
| -4% | -$28.9K | 0.03% | 161 |
|
|
2025
Q3 | $735K | Buy |
3,929
+159
| +4% | +$28.9K | 0.03% | 151 |
|
|
2025
Q2 | $626K | Hold |
3,770
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $645K | Sell |
3,770
-150
| -4% | -$24.6K | 0.03% | 163 |
|
|
2024
Q4 | $664K | Sell |
3,920
-100
| -2% | -$17.9K | 0.03% | 155 |
|
|
2024
Q3 | $771K | Hold |
4,020
| – | – | 0.04% | 142 |
|
|
2024
Q2 | $739K | Hold |
4,020
| – | – | 0.04% | 148 |
|
|
2024
Q1 | $782K | Sell |
4,020
-100
| -2% | -$19.3K | 0.04% | 143 |
|
|
2023
Q4 | $768K | Sell |
4,120
-100
| -2% | -$18.9K | 0.05% | 135 |
|
|
2023
Q3 | $844K | Hold |
4,220
| – | – | 0.06% | 117 |
|
|
2023
Q2 | $1.05M | Hold |
4,220
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $1.07M | Sell |
4,220
-60
| -1% | -$14.1K | 0.08% | 106 |
|
|
2022
Q4 | $991K | Sell |
4,280
-55
| -1% | -$12.7K | 0.08% | 111 |
|
|
2022
Q3 | $956K | Hold |
4,335
| – | – | 0.08% | 109 |
|
|
2022
Q2 | $933K | Hold |
4,335
| – | – | 0.07% | 113 |
|
|
2022
Q1 | $939K | Hold |
4,335
| – | – | 0.06% | 118 |
|
|
2021
Q4 | $839K | Hold |
4,335
| – | – | 0.05% | 136 |
|
|
2021
Q3 | $734K | Hold |
4,335
| – | – | 0.05% | 152 |
|
|
2021
Q2 | $755K | Hold |
4,335
| – | – | 0.05% | 142 |
|
|
2021
Q1 | $686K | Sell |
4,335
-40
| -0.9% | -$6.02K | 0.05% | 143 |
|
|
2020
Q4 | $666K | Sell |
4,375
-100
| -2% | -$14.8K | 0.05% | 153 |
|
|
2020
Q3 | $641K | Sell |
4,475
-60
| -1% | -$8.51K | 0.06% | 138 |
|
|
2020
Q2 | $588K | Hold |
4,535
| – | – | 0.06% | 145 |
|
|
2020
Q1 | $601K | Sell |
4,535
-150
| -3% | -$22.1K | 0.08% | 138 |
|
|
2019
Q4 | $689K | Hold |
4,685
| – | – | 0.07% | 163 |
|
|
2019
Q3 | $726K | Hold |
4,685
| – | – | 0.08% | 152 |
|
|
2019
Q2 | $628K | Hold |
4,685
| – | – | 0.07% | 171 |
|
|
2019
Q1 | $538K | Sell |
4,685
-600
| -11% | -$65.3K | 0.06% | 181 |
|
|
2018
Q4 | $566K | Hold |
5,285
| – | – | 0.08% | 168 |
|
|
2018
Q3 | $539K | Buy |
5,285
+400
| +8% | +$39.5K | 0.07% | 182 |
|
|
2018
Q2 | $455K | Buy |
4,885
+750
| +18% | +$69.9K | 0.06% | 196 |
|
|
2018
Q1 | $409K | Hold |
4,135
| – | – | 0.05% | 204 |
|
|
2017
Q4 | $469K | Sell |
4,135
-391
| -9% | -$43K | 0.07% | 192 |
|
|
2017
Q3 | $494K | Hold |
4,526
| – | – | 0.08% | 186 |
|
|
2017
Q2 | $486K | Hold |
4,526
| – | – | 0.08% | 185 |
|
|
2017
Q1 | $494K | Buy |
4,526
+31
| +0.7% | +$3.32K | 0.08% | 182 |
|
|
2016
Q4 | $465K | Buy |
4,495
+800
| +22% | +$79K | 0.08% | 187 |
|
|
2016
Q3 | $353K | Hold |
3,695
| – | – | 0.06% | 204 |
|
|
2016
Q2 | $419K | Buy |
3,695
+360
| +11% | +$33.7K | 0.08% | 188 |
|
|
2016
Q1 | $307K | Hold |
3,335
| – | – | 0.06% | 207 |
|
|
2015
Q4 | $298K | Hold |
3,335
| – | – | 0.06% | 202 |
|
|
2015
Q3 | $306K | Buy |
3,335
+750
| +29% | +$68.3K | 0.07% | 202 |
|
|
2015
Q2 | $230K | Hold |
2,585
| – | – | 0.05% | 242 |
|
|
2015
Q1 | $261K | Hold |
2,585
| – | – | 0.05% | 229 |
|
|
2014
Q4 | $269K | Buy |
2,585
+200
| +8% | +$19.5K | 0.06% | 232 |
|
|
2014
Q3 | $228K | Sell |
2,385
-805
| -25% | -$74.5K | 0.05% | 255 |
|
|
2014
Q2 | $311K | Buy |
3,190
+5
| +0.2% | +$490 | 0.07% | 221 |
|
|
2014
Q1 | $333K | Hold |
3,185
| – | – | 0.07% | 216 |
|
|
2013
Q4 | $310K | Buy |
+3,185
| New | +$306K | 0.07% | 202 |
|
Other funds holding HSY
VCM
VPM
