Burney Company’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
16,051
-908
| -5% | -$151K | 0.09% | 190 |
|
|
2025
Q1 | $2.9M | Sell |
16,959
-13,418
| -44% | -$2.29M | 0.11% | 171 |
|
|
2024
Q4 | $5.14M | Sell |
30,377
-1,373
| -4% | -$233K | 0.18% | 122 |
|
|
2024
Q3 | $6.09M | Sell |
31,750
-57,211
| -64% | -$11M | 0.22% | 111 |
|
|
2024
Q2 | $16.4M | Sell |
88,961
-2,146
| -2% | -$395K | 0.62% | 35 |
|
|
2024
Q1 | $17.7M | Buy |
91,107
+77,483
| +569% | +$15.1M | 0.68% | 30 |
|
|
2023
Q4 | $2.54M | Buy |
13,624
+480
| +4% | +$89.5K | 0.11% | 204 |
|
|
2023
Q3 | $2.63M | Buy |
13,144
+1,739
| +15% | +$348K | 0.12% | 188 |
|
|
2023
Q2 | $2.85M | Sell |
11,405
-59
| -0.5% | -$14.7K | 0.13% | 188 |
|
|
2023
Q1 | $2.92M | Sell |
11,464
-838
| -7% | -$213K | 0.14% | 178 |
|
|
2022
Q4 | $2.85M | Sell |
12,302
-3,792
| -24% | -$878K | 0.14% | 167 |
|
|
2022
Q3 | $3.55M | Sell |
16,094
-17,249
| -52% | -$3.8M | 0.2% | 142 |
|
|
2022
Q2 | $7.17M | Buy |
33,343
+22,592
| +210% | +$4.86M | 0.38% | 72 |
|
|
2022
Q1 | $2.33M | Sell |
10,751
-43
| -0.4% | -$9.32K | 0.11% | 212 |
|
|
2021
Q4 | $2.09M | Sell |
10,794
-65
| -0.6% | -$12.6K | 0.09% | 233 |
|
|
2021
Q3 | $1.84M | Sell |
10,859
-40
| -0.4% | -$6.77K | 0.09% | 235 |
|
|
2021
Q2 | $1.9M | Buy |
10,899
+45
| +0.4% | +$7.84K | 0.09% | 240 |
|
|
2021
Q1 | $1.72M | Buy |
10,854
+192
| +2% | +$30.4K | 0.08% | 245 |
|
|
2020
Q4 | $1.62M | Sell |
10,662
-47
| -0.4% | -$7.16K | 0.09% | 239 |
|
|
2020
Q3 | $1.54M | Buy |
10,709
+208
| +2% | +$29.8K | 0.1% | 236 |
|
|
2020
Q2 | $1.36M | Buy |
10,501
+2,149
| +26% | +$279K | 0.09% | 237 |
|
|
2020
Q1 | $1.11M | Sell |
8,352
-490
| -6% | -$64.9K | 0.09% | 221 |
|
|
2019
Q4 | $1.3M | Buy |
8,842
+699
| +9% | +$103K | 0.07% | 239 |
|
|
2019
Q3 | $1.26M | Hold |
8,143
| – | – | 0.08% | 234 |
|
|
2019
Q2 | $1.09M | Sell |
8,143
-216
| -3% | -$28.9K | 0.07% | 257 |
|
|
2019
Q1 | $960K | Buy |
8,359
+14
| +0.2% | +$1.61K | 0.06% | 266 |
|
|
2018
Q4 | $894K | Hold |
8,345
| – | – | 0.06% | 247 |
|
|
2018
Q3 | $851K | Buy |
8,345
+1,206
| +17% | +$123K | 0.05% | 275 |
|
|
2018
Q2 | $664K | Buy |
+7,139
| New | +$664K | 0.04% | 291 |
|
|
2018
Q1 | – | Sell |
-1,980
| Closed | -$225K | – | 430 |
|
|
2017
Q4 | $225K | Sell |
1,980
-263
| -12% | -$29.9K | 0.01% | 401 |
|
|
2017
Q3 | $242K | Sell |
2,243
-165
| -7% | -$17.8K | 0.02% | 356 |
|
|
2017
Q2 | $257K | Sell |
2,408
-97
| -4% | -$10.4K | 0.02% | 344 |
|
|
2017
Q1 | $274K | Buy |
+2,505
| New | +$274K | 0.02% | 330 |
|