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 |
|