Creative Planning’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.3M | Sell |
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|
2025
Q2 | $13.6M | Buy |
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|
2025
Q1 | $13.2M | Sell |
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|
2024
Q4 | $16.7M | Buy |
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|
2024
Q3 | $10.6M | Sell |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $9.82M | Sell |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $13.5M | Buy |
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|
2023
Q1 | $13.5M | Buy |
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|
2022
Q4 | $12.2M | Sell |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $11.5M | Buy |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $5.48M | Sell |
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|
2021
Q3 | $4.93M | Sell |
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|
2021
Q2 | $5.49M | Sell |
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|
2021
Q1 | $5.09M | Buy |
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|
2020
Q4 | $3.83M | Buy |
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|
2020
Q3 | $3.26M | Buy |
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|
2020
Q2 | $2.57M | Buy |
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|
2020
Q1 | $2.51M | Buy |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $2.58M | Sell |
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|
2019
Q2 | $2.38M | Buy |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.77M | Buy |
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|
2018
Q3 | $1.45M | Sell |
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|
2018
Q2 | $2.15M | Buy |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.25M | Buy |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $887K | Buy |
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|
2016
Q3 | $758K | Buy |
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|
2016
Q2 | $749K | Sell |
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|
2016
Q1 | $641K | Buy |
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|
2015
Q4 | $571K | Sell |
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|
2015
Q3 | $755K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $776K | Buy |
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|
2014
Q4 | $777K | Buy |
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|
2014
Q3 | $672K | Buy |
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|
2014
Q2 | $535K | Sell |
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|
2014
Q1 | $685K | Buy |
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|
2013
Q4 | $626K | Sell |
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|
2013
Q3 | $677K | Buy |
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|
2013
Q2 | $569K | Buy |
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