Brinker Capital Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
27,603
+2,183
| +9% | +$362K | 0.04% | 427 |
|
|
2025
Q1 | $4.35M | Buy |
25,420
+3,439
| +16% | +$588K | 0.04% | 389 |
|
|
2024
Q4 | $3.72M | Sell |
21,981
-736
| -3% | -$125K | 0.04% | 416 |
|
|
2024
Q3 | $4.36M | Sell |
22,717
-132
| -0.6% | -$25.3K | 0.04% | 374 |
|
|
2024
Q2 | $4.2M | Buy |
22,849
+10,377
| +83% | +$1.91M | 0.04% | 357 |
|
|
2024
Q1 | $2.43M | Buy |
12,472
+3,052
| +32% | +$594K | 0.03% | 569 |
|
|
2023
Q4 | $1.8M | Sell |
9,420
-201
| -2% | -$38.5K | 0.02% | 678 |
|
|
2023
Q3 | $1.93M | Sell |
9,621
-2,851
| -23% | -$570K | 0.02% | 625 |
|
|
2023
Q2 | $3.11M | Buy |
12,472
+3,229
| +35% | +$806K | 0.03% | 473 |
|
|
2023
Q1 | $2.35M | Buy |
9,243
+5,737
| +164% | +$1.46M | 0.03% | 529 |
|
|
2022
Q4 | $812K | Sell |
3,506
-26
| -0.7% | -$6.02K | 0.02% | 801 |
|
|
2022
Q3 | $779K | Buy |
3,532
+71
| +2% | +$15.7K | 0.02% | 797 |
|
|
2022
Q2 | $745K | Sell |
3,461
-31
| -0.9% | -$6.67K | 0.01% | 845 |
|
|
2022
Q1 | $757K | Buy |
3,492
+30
| +0.9% | +$6.5K | 0.01% | 894 |
|
|
2021
Q4 | $670K | Buy |
3,462
+1,441
| +71% | +$279K | 0.01% | 971 |
|
|
2021
Q3 | $352K | Hold |
2,021
| – | – | 0.01% | 1085 |
|
|
2021
Q2 | $352K | Buy |
+2,021
| New | +$352K | ﹤0.01% | 1139 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$29K | – | 498 |
|
|
2019
Q4 | $29K | Buy |
+200
| New | +$29K | ﹤0.01% | 468 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$11K | – | 587 |
|
|
2017
Q2 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 397 |
|