Bridges Investment 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 | $13.2M | Buy |
63,551
+1,272
| +2% | +$268K | 0.18% | 81 |
|
|
2025
Q4 | $11.3M | Sell |
62,279
-3,319
| -5% | -$607K | 0.14% | 84 |
|
|
2025
Q3 | $12.3M | Buy |
65,598
+715
| +1% | +$130K | 0.16% | 85 |
|
|
2025
Q2 | $10.8M | Sell |
64,883
-2,374
| -4% | -$391K | 0.15% | 89 |
|
|
2025
Q1 | $11.5M | Buy |
67,257
+1,915
| +3% | +$314K | 0.17% | 86 |
|
|
2024
Q4 | $11.1M | Sell |
65,342
-3,105
| -5% | -$557K | 0.15% | 83 |
|
|
2024
Q3 | $13.1M | Buy |
68,447
+396
| +0.6% | +$77K | 0.18% | 81 |
|
|
2024
Q2 | $12.5M | Buy |
68,051
+53,050
| +354% | +$10.3M | 0.19% | 76 |
|
|
2024
Q1 | $2.92M | Buy |
15,001
+5,611
| +60% | +$1.08M | 0.09% | 93 |
|
|
2023
Q4 | $1.75M | Buy |
9,390
+164
| +2% | +$31.1K | 0.06% | 111 |
|
|
2023
Q3 | $1.85M | Buy |
9,226
+4,413
| +92% | +$988K | 0.07% | 106 |
|
|
2023
Q2 | $1.2M | Sell |
4,813
-178
| -4% | -$46.7K | 0.04% | 127 |
|
|
2023
Q1 | $1.27M | Buy |
4,991
+106
| +2% | +$24.9K | 0.05% | 130 |
|
|
2022
Q4 | $1.13M | Buy |
4,885
+608
| +14% | +$140K | 0.04% | 137 |
|
|
2022
Q3 | $943K | Buy |
4,277
+142
| +3% | +$31.8K | 0.04% | 143 |
|
|
2022
Q2 | $890K | Buy |
4,135
+736
| +22% | +$160K | 0.03% | 149 |
|
|
2022
Q1 | $736K | Sell |
3,399
-306
| -8% | -$62.1K | 0.02% | 162 |
|
|
2021
Q4 | $716K | Buy |
3,705
+194
| +6% | +$35.1K | 0.02% | 166 |
|
|
2021
Q3 | $595K | Buy |
3,511
+317
| +10% | +$56K | 0.02% | 166 |
|
|
2021
Q2 | $556K | Buy |
3,194
+27
| +0.9% | +$4.55K | 0.02% | 171 |
|
|
2021
Q1 | $501K | Buy |
3,167
+150
| +5% | +$22.6K | 0.01% | 176 |
|
|
2020
Q4 | $459K | Buy |
3,017
+17
| +0.6% | +$2.52K | 0.01% | 173 |
|
|
2020
Q3 | $430K | Buy |
3,000
+114
| +4% | +$16.2K | 0.01% | 170 |
|
|
2020
Q2 | $374K | Buy |
2,886
+200
| +7% | +$26.9K | 0.01% | 175 |
|
|
2020
Q1 | $356K | Sell |
2,686
-1,226
| -31% | -$181K | 0.02% | 176 |
|
|
2019
Q4 | $575K | Buy |
3,912
+300
| +8% | +$44.5K | 0.02% | 185 |
|
|
2019
Q3 | $560K | Buy |
3,612
+320
| +10% | +$48.3K | 0.02% | 274 |
|
|
2019
Q2 | $442K | Hold |
3,292
| – | – | 0.02% | 304 |
|
|
2019
Q1 | $378K | Buy |
3,292
+292
| +10% | +$31.8K | 0.02% | 296 |
|
|
2018
Q4 | $322K | Sell |
3,000
-1,000
| -25% | -$106K | 0.02% | 308 |
|
|
2018
Q3 | $408K | Hold |
4,000
| – | – | 0.02% | 215 |
|
|
2018
Q2 | $372K | Hold |
4,000
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $396K | Sell |
4,000
-1,625
| -29% | -$168K | 0.02% | 210 |
|
|
2017
Q4 | $639K | Buy |
+5,625
| New | +$619K | 0.05% | 136 |
|
Other funds holding HSY
VCM
VPM
