Congress 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
Q1 | – | Sell |
-42,833
| Closed | -$7.25M | – | 388 |
|
|
2024
Q4 | $7.25M | Sell |
42,833
-2,502
| -6% | -$424K | 0.05% | 212 |
|
|
2024
Q3 | $8.69M | Sell |
45,335
-104
| -0.2% | -$19.9K | 0.06% | 199 |
|
|
2024
Q2 | $8.35M | Sell |
45,439
-214
| -0.5% | -$39.3K | 0.06% | 198 |
|
|
2024
Q1 | $8.88M | Buy |
45,653
+344
| +0.8% | +$66.9K | 0.06% | 190 |
|
|
2023
Q4 | $8.45M | Buy |
45,309
+11,736
| +35% | +$2.19M | 0.07% | 188 |
|
|
2023
Q3 | $6.72M | Sell |
33,573
-42
| -0.1% | -$8.4K | 0.06% | 192 |
|
|
2023
Q2 | $8.39M | Sell |
33,615
-1,053
| -3% | -$263K | 0.07% | 182 |
|
|
2023
Q1 | $8.82M | Buy |
34,668
+6
| +0% | +$1.53K | 0.08% | 175 |
|
|
2022
Q4 | $8.03M | Buy |
34,662
+991
| +3% | +$229K | 0.08% | 173 |
|
|
2022
Q3 | $7.42M | Buy |
+33,671
| New | +$7.42M | 0.08% | 170 |
|