Columbia Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Hold |
2,524
| – | – | 0.08% | 128 |
|
|
2025
Q1 | $432K | Hold |
2,524
| – | – | 0.08% | 122 |
|
|
2024
Q4 | $427K | Hold |
2,524
| – | – | 0.08% | 124 |
|
|
2024
Q3 | $484K | Hold |
2,524
| – | – | 0.08% | 128 |
|
|
2024
Q2 | $464K | Sell |
2,524
-11
| -0.4% | -$2.02K | 0.09% | 122 |
|
|
2024
Q1 | $473K | Hold |
2,535
| – | – | 0.1% | 116 |
|
|
2023
Q4 | $473K | Hold |
2,535
| – | – | 0.1% | 116 |
|
|
2023
Q3 | $507K | Hold |
2,535
| – | – | 0.11% | 112 |
|
|
2023
Q2 | $633K | Hold |
2,535
| – | – | 0.13% | 107 |
|
|
2023
Q1 | $645K | Sell |
2,535
-50
| -2% | -$12.7K | 0.15% | 102 |
|
|
2022
Q4 | $599K | Hold |
2,585
| – | – | 0.15% | 98 |
|
|
2022
Q3 | $570K | Hold |
2,585
| – | – | 0.15% | 96 |
|
|
2022
Q2 | $556K | Buy |
+2,585
| New | +$556K | 0.14% | 98 |
|
|
2021
Q4 | $500K | Hold |
2,585
| – | – | 0.1% | 120 |
|
|
2021
Q3 | $438K | Hold |
2,585
| – | – | 0.1% | 132 |
|
|
2021
Q2 | $450K | Hold |
2,585
| – | – | 0.1% | 127 |
|
|
2021
Q1 | $409K | Hold |
2,585
| – | – | 0.07% | 140 |
|
|
2020
Q4 | $394K | Hold |
2,585
| – | – | 0.08% | 136 |
|
|
2020
Q3 | $371K | Sell |
2,585
-472
| -15% | -$67.7K | 0.09% | 125 |
|
|
2020
Q2 | $396K | Sell |
3,057
-528
| -15% | -$68.4K | 0.09% | 117 |
|
|
2020
Q1 | $475K | Hold |
3,585
| – | – | 0.12% | 102 |
|
|
2019
Q4 | $5.27K | Sell |
3,585
-303
| -8% | -$445 | 0.13% | 118 |
|
|
2019
Q3 | $603K | Hold |
3,888
| – | – | 0.16% | 100 |
|
|
2019
Q2 | $521K | Hold |
3,888
| – | – | 0.14% | 114 |
|
|
2019
Q1 | $446K | Sell |
3,888
-10
| -0.3% | -$1.15K | 0.12% | 120 |
|
|
2018
Q4 | $418K | Sell |
3,898
-280
| -7% | -$30K | 0.13% | 117 |
|
|
2018
Q3 | $426K | Sell |
4,178
-250
| -6% | -$25.5K | 0.11% | 123 |
|
|
2018
Q2 | $412K | Sell |
4,428
-360
| -8% | -$33.5K | 0.12% | 122 |
|
|
2018
Q1 | $474K | Hold |
4,788
| – | – | 0.14% | 127 |
|
|
2017
Q4 | $543K | Buy |
4,788
+200
| +4% | +$22.7K | 0.16% | 118 |
|
|
2017
Q3 | $501K | Buy |
4,588
+600
| +15% | +$65.5K | 0.15% | 121 |
|
|
2017
Q2 | $428K | Hold |
3,988
| – | – | 0.14% | 126 |
|
|
2017
Q1 | $435K | Hold |
3,988
| – | – | 0.15% | 120 |
|
|
2016
Q4 | $412K | Hold |
3,988
| – | – | 0.14% | 127 |
|
|
2016
Q3 | $381K | Hold |
3,988
| – | – | 0.13% | 129 |
|
|
2016
Q2 | $453K | Hold |
3,988
| – | – | 0.16% | 119 |
|
|
2016
Q1 | $367K | Hold |
3,988
| – | – | 0.13% | 129 |
|
|
2015
Q4 | $356K | Hold |
3,988
| – | – | 0.14% | 126 |
|
|
2015
Q3 | $366K | Hold |
3,988
| – | – | 0.15% | 127 |
|
|
2015
Q2 | $354K | Hold |
3,988
| – | – | 0.13% | 143 |
|
|
2015
Q1 | $402K | Sell |
3,988
-500
| -11% | -$50.4K | 0.15% | 139 |
|
|
2014
Q4 | $466K | Hold |
4,488
| – | – | 0.18% | 121 |
|
|
2014
Q3 | $428K | Hold |
4,488
| – | – | 0.17% | 124 |
|
|
2014
Q2 | $437K | Hold |
4,488
| – | – | 0.18% | 126 |
|
|
2014
Q1 | $469K | Hold |
4,488
| – | – | 0.2% | 108 |
|
|
2013
Q4 | $436K | Buy |
+4,488
| New | +$436K | 0.19% | 111 |
|