Callahan Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.63M | Hold |
15,856
| – | – | 0.24% | 77 |
|
2025
Q1 | $2.71M | Buy |
15,856
+14,087
| +796% | +$2.41M | 0.26% | 77 |
|
2024
Q4 | $300K | Buy |
+1,769
| New | +$300K | 0.03% | 142 |
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$387K | – | 149 |
|
2021
Q4 | $387K | Hold |
2,000
| – | – | 0.04% | 124 |
|
2021
Q3 | $339K | Hold |
2,000
| – | – | 0.04% | 124 |
|
2021
Q2 | $348K | Hold |
2,000
| – | – | 0.04% | 127 |
|
2021
Q1 | $316K | Hold |
2,000
| – | – | 0.04% | 123 |
|
2020
Q4 | $305K | Hold |
2,000
| – | – | 0.04% | 123 |
|
2020
Q3 | $287K | Hold |
2,000
| – | – | 0.05% | 121 |
|
2020
Q2 | $259K | Hold |
2,000
| – | – | 0.05% | 117 |
|
2020
Q1 | $265K | Hold |
2,000
| – | – | 0.06% | 113 |
|
2019
Q4 | $294K | Hold |
2,000
| – | – | 0.05% | 116 |
|
2019
Q3 | $310K | Hold |
2,000
| – | – | 0.05% | 114 |
|
2019
Q2 | $268K | Sell |
2,000
-2,000
| -50% | -$268K | 0.05% | 120 |
|
2019
Q1 | $459K | Hold |
4,000
| – | – | 0.09% | 106 |
|
2018
Q4 | $429K | Hold |
4,000
| – | – | 0.09% | 108 |
|
2018
Q3 | $408K | Hold |
4,000
| – | – | 0.08% | 115 |
|
2018
Q2 | $372K | Buy |
+4,000
| New | +$372K | 0.07% | 108 |
|
2016
Q3 | – | Sell |
-3,000
| Closed | -$340K | – | 118 |
|
2016
Q2 | $340K | Hold |
3,000
| – | – | 0.09% | 94 |
|
2016
Q1 | $276K | Buy |
+3,000
| New | +$276K | 0.08% | 99 |
|