Boston Trust Walden’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
92,067
-31,120
| -25% | -$5.16M | 0.11% | 186 |
|
|
2025
Q1 | $21.1M | Sell |
123,187
-152,947
| -55% | -$26.2M | 0.15% | 175 |
|
|
2024
Q4 | $46.8M | Sell |
276,134
-721
| -0.3% | -$122K | 0.33% | 122 |
|
|
2024
Q3 | $53.1M | Buy |
276,855
+1,025
| +0.4% | +$197K | 0.37% | 108 |
|
|
2024
Q2 | $50.7M | Buy |
275,830
+10,655
| +4% | +$1.96M | 0.38% | 110 |
|
|
2024
Q1 | $51.6M | Buy |
265,175
+159,279
| +150% | +$31M | 0.37% | 111 |
|
|
2023
Q4 | $19.7M | Buy |
105,896
+14,424
| +16% | +$2.69M | 0.15% | 166 |
|
|
2023
Q3 | $18.3M | Buy |
91,472
+200
| +0.2% | +$40K | 0.15% | 169 |
|
|
2023
Q2 | $22.8M | Sell |
91,272
-11,096
| -11% | -$2.77M | 0.19% | 160 |
|
|
2023
Q1 | $26M | Sell |
102,368
-24,230
| -19% | -$6.16M | 0.22% | 150 |
|
|
2022
Q4 | $29.3M | Buy |
126,598
+1,650
| +1% | +$382K | 0.26% | 137 |
|
|
2022
Q3 | $27.5M | Sell |
124,948
-1,320
| -1% | -$291K | 0.27% | 137 |
|
|
2022
Q2 | $27.2M | Sell |
126,268
-4,679
| -4% | -$1.01M | 0.26% | 140 |
|
|
2022
Q1 | $28.4M | Sell |
130,947
-6,055
| -4% | -$1.31M | 0.23% | 148 |
|
|
2021
Q4 | $26.5M | Buy |
137,002
+5,915
| +5% | +$1.14M | 0.21% | 159 |
|
|
2021
Q3 | $22.2M | Sell |
131,087
-135,205
| -51% | -$22.9M | 0.2% | 164 |
|
|
2021
Q2 | $46.4M | Buy |
266,292
+6,976
| +3% | +$1.22M | 0.41% | 83 |
|
|
2021
Q1 | $41M | Buy |
259,316
+828
| +0.3% | +$131K | 0.4% | 87 |
|
|
2020
Q4 | $39.4M | Buy |
258,488
+9,690
| +4% | +$1.48M | 0.42% | 75 |
|
|
2020
Q3 | $35.7M | Buy |
248,798
+7,923
| +3% | +$1.14M | 0.44% | 67 |
|
|
2020
Q2 | $31.2M | Buy |
240,875
+61,306
| +34% | +$7.95M | 0.42% | 71 |
|
|
2020
Q1 | $23.8M | Sell |
179,569
-15,042
| -8% | -$1.99M | 0.38% | 78 |
|
|
2019
Q4 | $28.6M | Sell |
194,611
-9,475
| -5% | -$1.39M | 0.33% | 92 |
|
|
2019
Q3 | $31.6M | Sell |
204,086
-20,485
| -9% | -$3.18M | 0.4% | 76 |
|
|
2019
Q2 | $30.1M | Sell |
224,571
-4,375
| -2% | -$586K | 0.39% | 78 |
|
|
2019
Q1 | $26.3M | Buy |
228,946
+19,134
| +9% | +$2.2M | 0.36% | 84 |
|
|
2018
Q4 | $22.5M | Sell |
209,812
-4,323
| -2% | -$463K | 0.36% | 87 |
|
|
2018
Q3 | $21.8M | Sell |
214,135
-3,835
| -2% | -$391K | 0.3% | 104 |
|
|
2018
Q2 | $20.3M | Sell |
217,970
-11,450
| -5% | -$1.07M | 0.3% | 106 |
|
|
2018
Q1 | $22.7M | Sell |
229,420
-85,310
| -27% | -$8.44M | 0.34% | 90 |
|
|
2017
Q4 | $35.7M | Sell |
314,730
-3,845
| -1% | -$436K | 0.52% | 57 |
|
|
2017
Q3 | $34.8M | Buy |
318,575
+19,570
| +7% | +$2.14M | 0.54% | 56 |
|
|
2017
Q2 | $32.1M | Buy |
299,005
+21,180
| +8% | +$2.27M | 0.52% | 61 |
|
|
2017
Q1 | $30.4M | Buy |
277,825
+42,405
| +18% | +$4.63M | 0.47% | 69 |
|
|
2016
Q4 | $24.3M | Buy |
235,420
+31,415
| +15% | +$3.25M | 0.38% | 100 |
|
|
2016
Q3 | $19.5M | Buy |
204,005
+13,570
| +7% | +$1.3M | 0.32% | 123 |
|
|
2016
Q2 | $21.6M | Buy |
190,435
+63,505
| +50% | +$7.21M | 0.37% | 100 |
|
|
2016
Q1 | $11.7M | Buy |
126,930
+101,860
| +406% | +$9.38M | 0.2% | 166 |
|
|
2015
Q4 | $2.24M | Buy |
25,070
+2,180
| +10% | +$195K | 0.04% | 254 |
|
|
2015
Q3 | $2.1M | Buy |
+22,890
| New | +$2.1M | 0.04% | 259 |
|