Cerity Partners’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.34M Sell
50,216
-894
-2% -$149K 0.01% 602
2025
Q1
$8.74M Buy
51,110
+9,053
+22% +$1.55M 0.02% 532
2024
Q4
$7.44M Sell
42,057
-3,549
-8% -$628K 0.02% 585
2024
Q3
$8.75M Buy
45,606
+17,654
+63% +$3.39M 0.02% 522
2024
Q2
$5.14M Sell
27,952
-10,780
-28% -$1.98M 0.01% 597
2024
Q1
$7.49M Buy
38,732
+17,646
+84% +$3.41M 0.02% 535
2023
Q4
$3.93M Buy
21,086
+8,249
+64% +$1.54M 0.01% 589
2023
Q3
$2.57M Sell
12,837
-9,568
-43% -$1.91M 0.01% 523
2023
Q2
$5.59M Buy
22,405
+2,399
+12% +$599K 0.02% 472
2023
Q1
$9.48M Buy
20,006
+10,113
+102% +$4.79M 0.02% 364
2022
Q4
$2.3M Buy
9,893
+34
+0.3% +$7.89K 0.01% 503
2022
Q3
$2.17M Sell
9,859
-76
-0.8% -$16.8K 0.03% 358
2022
Q2
$2.14M Buy
9,935
+1,995
+25% +$429K 0.02% 383
2022
Q1
$1.72M Buy
7,940
+966
+14% +$209K 0.03% 351
2021
Q4
$1.35M Buy
6,974
+1,124
+19% +$218K 0.02% 385
2021
Q3
$990K Buy
5,850
+6
+0.1% +$1.02K 0.02% 363
2021
Q2
$1.02M Sell
5,844
-104
-2% -$18.1K 0.02% 362
2021
Q1
$941K Sell
5,948
-218
-4% -$34.5K 0.02% 352
2020
Q4
$939K Sell
6,166
-92
-1% -$14K 0.03% 316
2020
Q3
$896K Buy
6,258
+4,443
+245% +$636K 0.04% 259
2020
Q2
$236K Sell
1,815
-40
-2% -$5.2K 0.01% 389
2020
Q1
$246K Sell
1,855
-189
-9% -$25.1K 0.02% 381
2019
Q4
$300K Sell
2,044
-5,846
-74% -$858K 0.02% 431
2019
Q3
$1.22M Buy
7,890
+1,914
+32% +$297K 0.07% 228
2019
Q2
$801K Sell
5,976
-2,747
-31% -$368K 0.05% 263
2019
Q1
$1M Sell
8,723
-1,671
-16% -$192K 0.07% 239
2018
Q4
$1.11M Buy
10,394
+71
+0.7% +$7.61K 0.07% 212
2018
Q3
$1.05M Sell
10,323
-1,779
-15% -$181K 0.07% 237
2018
Q2
$1.13M Sell
12,102
-5,455
-31% -$508K 0.08% 227
2018
Q1
$1.74M Buy
17,557
+768
+5% +$76K 0.13% 165
2017
Q4
$1.91M Sell
16,789
-97
-0.6% -$11K 0.13% 158
2017
Q3
$1.84M Buy
16,886
+10,995
+187% +$1.2M 0.13% 167
2017
Q2
$320K Sell
5,891
-7,989
-58% -$434K 0.03% 282
2017
Q1
$1.52M Buy
+13,880
New +$1.52M 0.13% 149