Brown, Lisle/Cummings’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
792
+1
| +0.1% | +$166 | 0.04% | 254 |
|
|
2025
Q1 | $135K | Buy |
791
+2
| +0.3% | +$342 | 0.04% | 247 |
|
|
2024
Q4 | $134K | Buy |
789
+101
| +15% | +$17.1K | 0.04% | 240 |
|
|
2024
Q3 | $132K | Hold |
688
| – | – | 0.04% | 244 |
|
|
2024
Q2 | $126K | Buy |
688
+540
| +365% | +$99.3K | 0.04% | 239 |
|
|
2024
Q1 | $28.8K | Hold |
148
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $27.6K | Hold |
148
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $29.6K | Hold |
148
| – | – | 0.01% | 305 |
|
|
2023
Q2 | $37K | Hold |
148
| – | – | 0.02% | 292 |
|
|
2023
Q1 | $37.7K | Hold |
148
| – | – | 0.02% | 284 |
|
|
2022
Q4 | $34.3K | Hold |
148
| – | – | 0.02% | 285 |
|
|
2022
Q3 | $32.6K | Hold |
148
| – | – | 0.02% | 283 |
|
|
2022
Q2 | $31.8K | Hold |
148
| – | – | 0.02% | 289 |
|
|
2022
Q1 | $32.1K | Hold |
148
| – | – | 0.02% | 304 |
|
|
2021
Q4 | $28.6K | Buy |
+148
| New | +$28.6K | 0.01% | 312 |
|