Creative Planning’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
82,080
+5,131
| +7% | +$851K | 0.01% | 429 |
|
|
2025
Q1 | $13.2M | Sell |
76,949
-21,843
| -22% | -$3.74M | 0.01% | 414 |
|
|
2024
Q4 | $16.7M | Buy |
98,792
+43,538
| +79% | +$7.37M | 0.02% | 328 |
|
|
2024
Q3 | $10.6M | Sell |
55,254
-7,776
| -12% | -$1.49M | 0.01% | 426 |
|
|
2024
Q2 | $11.6M | Buy |
63,030
+7,382
| +13% | +$1.36M | 0.01% | 376 |
|
|
2024
Q1 | $10.8M | Buy |
55,648
+2,951
| +6% | +$574K | 0.01% | 386 |
|
|
2023
Q4 | $9.82M | Sell |
52,697
-401
| -0.8% | -$74.8K | 0.02% | 381 |
|
|
2023
Q3 | $10.6M | Sell |
53,098
-859
| -2% | -$172K | 0.01% | 344 |
|
|
2023
Q2 | $13.5M | Buy |
53,957
+988
| +2% | +$247K | 0.02% | 291 |
|
|
2023
Q1 | $13.5M | Buy |
52,969
+334
| +0.6% | +$85K | 0.02% | 279 |
|
|
2022
Q4 | $12.2M | Sell |
52,635
-6,386
| -11% | -$1.48M | 0.02% | 295 |
|
|
2022
Q3 | $13M | Buy |
59,021
+5,350
| +10% | +$1.18M | 0.02% | 251 |
|
|
2022
Q2 | $11.5M | Buy |
53,671
+4,417
| +9% | +$950K | 0.02% | 294 |
|
|
2022
Q1 | $10.7M | Buy |
49,254
+20,941
| +74% | +$4.54M | 0.02% | 306 |
|
|
2021
Q4 | $5.48M | Sell |
28,313
-815
| -3% | -$158K | 0.01% | 399 |
|
|
2021
Q3 | $4.93M | Sell |
29,128
-2,372
| -8% | -$401K | 0.01% | 414 |
|
|
2021
Q2 | $5.49M | Sell |
31,500
-711
| -2% | -$124K | 0.01% | 387 |
|
|
2021
Q1 | $5.1M | Buy |
32,211
+7,100
| +28% | +$1.12M | 0.01% | 409 |
|
|
2020
Q4 | $3.83M | Buy |
25,111
+2,352
| +10% | +$358K | 0.01% | 436 |
|
|
2020
Q3 | $3.26M | Buy |
22,759
+2,907
| +15% | +$417K | 0.01% | 406 |
|
|
2020
Q2 | $2.57M | Buy |
19,852
+894
| +5% | +$116K | 0.01% | 414 |
|
|
2020
Q1 | $2.51M | Buy |
18,958
+1,063
| +6% | +$141K | 0.01% | 366 |
|
|
2019
Q4 | $2.63M | Buy |
17,895
+1,242
| +7% | +$183K | 0.01% | 428 |
|
|
2019
Q3 | $2.58M | Sell |
16,653
-1,065
| -6% | -$165K | 0.01% | 425 |
|
|
2019
Q2 | $2.38M | Buy |
17,718
+1,262
| +8% | +$169K | 0.01% | 448 |
|
|
2019
Q1 | $1.89M | Sell |
16,456
-97
| -0.6% | -$11.1K | 0.01% | 480 |
|
|
2018
Q4 | $1.77M | Buy |
16,553
+2,324
| +16% | +$249K | 0.01% | 447 |
|
|
2018
Q3 | $1.45M | Sell |
14,229
-8,846
| -38% | -$902K | 0.01% | 589 |
|
|
2018
Q2 | $2.15M | Buy |
23,075
+10,641
| +86% | +$990K | 0.01% | 448 |
|
|
2018
Q1 | $1.23M | Buy |
12,434
+1,394
| +13% | +$138K | 0.01% | 623 |
|
|
2017
Q4 | $1.25M | Buy |
11,040
+1,729
| +19% | +$196K | 0.01% | 605 |
|
|
2017
Q3 | $1.02M | Sell |
9,311
-1,061
| -10% | -$116K | ﹤0.01% | 706 |
|
|
2017
Q2 | $1.11M | Buy |
10,372
+1,069
| +11% | +$115K | 0.01% | 632 |
|
|
2017
Q1 | $1.02M | Buy |
9,303
+724
| +8% | +$79.1K | 0.01% | 663 |
|
|
2016
Q4 | $887K | Buy |
8,579
+646
| +8% | +$66.8K | 0.01% | 675 |
|
|
2016
Q3 | $758K | Buy |
7,933
+1,337
| +20% | +$128K | ﹤0.01% | 704 |
|
|
2016
Q2 | $749K | Sell |
6,596
-369
| -5% | -$41.9K | 0.01% | 603 |
|
|
2016
Q1 | $641K | Buy |
6,965
+573
| +9% | +$52.7K | 0.01% | 664 |
|
|
2015
Q4 | $571K | Sell |
6,392
-1,825
| -22% | -$163K | ﹤0.01% | 696 |
|
|
2015
Q3 | $755K | Buy |
+8,217
| New | +$755K | 0.01% | 573 |
|
|
2015
Q2 | – | Sell |
-7,688
| Closed | -$776K | – | 1843 |
|
|
2015
Q1 | $776K | Buy |
7,688
+216
| +3% | +$21.8K | 0.01% | 553 |
|
|
2014
Q4 | $777K | Buy |
7,472
+434
| +6% | +$45.1K | 0.01% | 534 |
|
|
2014
Q3 | $672K | Buy |
7,038
+1,543
| +28% | +$147K | 0.01% | 551 |
|
|
2014
Q2 | $535K | Sell |
5,495
-1,068
| -16% | -$104K | 0.01% | 622 |
|
|
2014
Q1 | $685K | Buy |
6,563
+121
| +2% | +$12.6K | 0.01% | 500 |
|
|
2013
Q4 | $626K | Sell |
6,442
-873
| -12% | -$84.8K | 0.01% | 455 |
|
|
2013
Q3 | $677K | Buy |
7,315
+941
| +15% | +$87.1K | 0.01% | 357 |
|
|
2013
Q2 | $569K | Buy |
+6,374
| New | +$569K | 0.01% | 377 |
|