Bradley Foster & Sargent’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
9,292
+4,140
| +80% | +$687K | 0.02% | 249 |
|
|
2025
Q1 | $881K | Buy |
5,152
+189
| +4% | +$32.3K | 0.02% | 285 |
|
|
2024
Q4 | $840K | Sell |
4,963
-1,924
| -28% | -$326K | 0.01% | 295 |
|
|
2024
Q3 | $1.32M | Buy |
6,887
+20
| +0.3% | +$3.84K | 0.02% | 252 |
|
|
2024
Q2 | $1.26M | Sell |
6,867
-18,117
| -73% | -$3.33M | 0.02% | 251 |
|
|
2024
Q1 | $4.86M | Sell |
24,984
-7,405
| -23% | -$1.44M | 0.09% | 148 |
|
|
2023
Q4 | $6.04M | Sell |
32,389
-9,537
| -23% | -$1.78M | 0.12% | 129 |
|
|
2023
Q3 | $10.5M | Hold |
41,926
| – | – | 0.22% | 87 |
|
|
2023
Q2 | $10.5M | Buy |
41,926
+1,247
| +3% | +$311K | 0.22% | 87 |
|
|
2023
Q1 | $10.3M | Buy |
40,679
+34,323
| +540% | +$8.73M | 0.25% | 80 |
|
|
2022
Q4 | $1.47M | Buy |
6,356
+187
| +3% | +$43.3K | 0.04% | 208 |
|
|
2022
Q3 | $1.36M | Hold |
6,169
| – | – | 0.04% | 198 |
|
|
2022
Q2 | $1.33M | Hold |
6,169
| – | – | 0.03% | 211 |
|
|
2022
Q1 | $1.34M | Buy |
6,169
+1,200
| +24% | +$260K | 0.03% | 237 |
|
|
2021
Q4 | $961K | Buy |
4,969
+218
| +5% | +$42.2K | 0.02% | 258 |
|
|
2021
Q3 | $804K | Hold |
4,751
| – | – | 0.02% | 256 |
|
|
2021
Q2 | $828K | Sell |
4,751
-811
| -15% | -$141K | 0.02% | 256 |
|
|
2021
Q1 | $880K | Buy |
5,562
+82
| +1% | +$13K | 0.02% | 238 |
|
|
2020
Q4 | $835K | Hold |
5,480
| – | – | 0.02% | 234 |
|
|
2020
Q3 | $786K | Buy |
+5,480
| New | +$786K | 0.02% | 222 |
|
|
2020
Q1 | $726K | Hold |
5,480
| – | – | 0.03% | 207 |
|
|
2019
Q4 | $805K | Hold |
5,480
| – | – | 0.02% | 233 |
|
|
2019
Q3 | $849K | Sell |
5,480
-82
| -1% | -$12.7K | 0.03% | 224 |
|
|
2019
Q2 | $745K | Hold |
5,562
| – | – | 0.02% | 231 |
|
|
2019
Q1 | $639K | Hold |
5,562
| – | – | 0.02% | 242 |
|
|
2018
Q4 | $596K | Sell |
5,562
-200
| -3% | -$21.4K | 0.02% | 242 |
|
|
2018
Q3 | $588K | Hold |
5,762
| – | – | 0.02% | 273 |
|
|
2018
Q2 | $536K | Hold |
5,762
| – | – | 0.02% | 269 |
|
|
2018
Q1 | $570K | Hold |
5,762
| – | – | 0.02% | 261 |
|
|
2017
Q4 | $654K | Hold |
5,762
| – | – | 0.02% | 252 |
|
|
2017
Q3 | $629K | Hold |
5,762
| – | – | 0.02% | 251 |
|
|
2017
Q2 | $619K | Sell |
5,762
-268
| -4% | -$28.8K | 0.02% | 247 |
|
|
2017
Q1 | $659K | Sell |
6,030
-2,000
| -25% | -$219K | 0.03% | 230 |
|
|
2016
Q4 | $831K | Buy |
8,030
+3,000
| +60% | +$310K | 0.04% | 217 |
|
|
2016
Q3 | $481K | Sell |
5,030
-270
| -5% | -$25.8K | 0.02% | 257 |
|
|
2016
Q2 | $601K | Sell |
5,300
-77
| -1% | -$8.73K | 0.03% | 236 |
|
|
2016
Q1 | $495K | Buy |
5,377
+150
| +3% | +$13.8K | 0.02% | 244 |
|
|
2015
Q4 | $467K | Hold |
5,227
| – | – | 0.02% | 243 |
|
|
2015
Q3 | $480K | Sell |
5,227
-900
| -15% | -$82.6K | 0.02% | 247 |
|
|
2015
Q2 | $544K | Buy |
6,127
+600
| +11% | +$53.3K | 0.02% | 249 |
|
|
2015
Q1 | $558K | Buy |
5,527
+1,000
| +22% | +$101K | 0.03% | 246 |
|
|
2014
Q4 | $470K | Hold |
4,527
| – | – | 0.02% | 254 |
|
|
2014
Q3 | $432K | Hold |
4,527
| – | – | 0.02% | 267 |
|
|
2014
Q2 | $441K | Buy |
4,527
+750
| +20% | +$73.1K | 0.02% | 256 |
|
|
2014
Q1 | $394K | Buy |
3,777
+20
| +0.5% | +$2.09K | 0.02% | 266 |
|
|
2013
Q4 | $365K | Buy |
3,757
+57
| +2% | +$5.54K | 0.02% | 276 |
|
|
2013
Q3 | $342K | Buy |
3,700
+400
| +12% | +$37K | 0.02% | 267 |
|
|
2013
Q2 | $295K | Buy |
+3,300
| New | +$295K | 0.02% | 273 |
|