Bontempo Ohly Capital 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 | $4.35M | Buy |
26,194
+475
| +2% | +$78.8K | 1.97% | 17 |
|
2025
Q1 | $4.4M | Buy |
+25,719
| New | +$4.4M | 2.12% | 15 |
|
2023
Q1 | – | Sell |
-19,155
| Closed | -$4.44M | – | 39 |
|
2022
Q4 | $4.44M | Sell |
19,155
-312
| -2% | -$72.3K | 2.64% | 8 |
|
2022
Q3 | $4.29M | Sell |
19,467
-100
| -0.5% | -$22K | 2.84% | 6 |
|
2022
Q2 | $4.21M | Sell |
19,567
-119
| -0.6% | -$25.6K | 2.6% | 6 |
|
2022
Q1 | $4.27M | Sell |
19,686
-2,622
| -12% | -$568K | 2.35% | 7 |
|
2021
Q4 | $4.32M | Buy |
22,308
+378
| +2% | +$73.1K | 2.23% | 10 |
|
2021
Q3 | $3.71M | Sell |
21,930
-251
| -1% | -$42.5K | 2.08% | 12 |
|
2021
Q2 | $3.86M | Sell |
22,181
-273
| -1% | -$47.6K | 2.1% | 11 |
|
2021
Q1 | $3.55M | Buy |
22,454
+1,357
| +6% | +$215K | 1.99% | 19 |
|
2020
Q4 | $3.21M | Buy |
21,097
+526
| +3% | +$80.1K | 1.93% | 15 |
|
2020
Q3 | $2.95M | Buy |
20,571
+302
| +1% | +$43.3K | 2.01% | 14 |
|
2020
Q2 | $2.63M | Buy |
20,269
+283
| +1% | +$36.7K | 1.86% | 18 |
|
2020
Q1 | $2.65M | Sell |
19,986
-2,520
| -11% | -$334K | 2.2% | 11 |
|
2019
Q4 | $3.31M | Buy |
22,506
+32
| +0.1% | +$4.7K | 2.21% | 7 |
|
2019
Q3 | $3.48M | Sell |
22,474
-119
| -0.5% | -$18.4K | 2.48% | 4 |
|
2019
Q2 | $3.03M | Buy |
22,593
+14
| +0.1% | +$1.88K | 2.19% | 9 |
|
2019
Q1 | $2.59M | Sell |
22,579
-3,406
| -13% | -$391K | 1.88% | 20 |
|
2018
Q4 | $2.79M | Buy |
25,985
+504
| +2% | +$54K | 2.07% | 12 |
|
2018
Q3 | $2.6M | Buy |
25,481
+3,506
| +16% | +$358K | 1.73% | 19 |
|
2018
Q2 | $2.05M | Buy |
21,975
+497
| +2% | +$46.3K | 1.6% | 25 |
|
2018
Q1 | $2.13M | Sell |
21,478
-125
| -0.6% | -$12.4K | 1.7% | 22 |
|
2017
Q4 | $2.15M | Buy |
21,603
+3,580
| +20% | +$356K | 1.68% | 24 |
|
2017
Q3 | $1.97M | Sell |
18,023
-53
| -0.3% | -$5.79K | 1.53% | 20 |
|
2017
Q2 | $1.94M | Sell |
18,076
-78
| -0.4% | -$8.38K | 1.57% | 20 |
|
2017
Q1 | $1.98M | Buy |
+18,154
| New | +$1.98M | 1.59% | 18 |
|