CX Institutional’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
2,947
+189
| +7% | +$31.4K | 0.02% | 376 |
|
|
2025
Q1 | $472K | Buy |
+2,758
| New | +$472K | 0.02% | 380 |
|
|
2024
Q4 | – | Sell |
-7,442
| Closed | -$1.43M | – | 564 |
|
|
2024
Q3 | $1.43M | Buy |
7,442
+334
| +5% | +$64.1K | 0.06% | 234 |
|
|
2024
Q2 | $1.31M | Sell |
7,108
-509
| -7% | -$93.6K | 0.06% | 240 |
|
|
2024
Q1 | $1.48M | Buy |
7,617
+6,568
| +626% | +$1.28M | 0.07% | 221 |
|
|
2023
Q4 | $196K | Sell |
1,049
-3,275
| -76% | -$611K | 0.01% | 493 |
|
|
2023
Q3 | $865K | Sell |
4,324
-3,543
| -45% | -$709K | 0.05% | 272 |
|
|
2023
Q2 | $1.96M | Sell |
7,867
-529
| -6% | -$132K | 0.1% | 214 |
|
|
2023
Q1 | $2.16M | Buy |
8,396
+7,186
| +594% | +$1.85M | 0.11% | 213 |
|
|
2022
Q4 | $280K | Buy |
1,210
+206
| +21% | +$47.7K | 0.02% | 443 |
|
|
2022
Q3 | $221K | Sell |
1,004
-1,906
| -65% | -$420K | 0.02% | 436 |
|
|
2022
Q2 | $626K | Sell |
2,910
-379
| -12% | -$81.5K | 0.05% | 295 |
|
|
2022
Q1 | $713K | Sell |
3,289
-14,861
| -82% | -$3.22M | 0.06% | 246 |
|
|
2021
Q4 | $3.51M | Buy |
18,150
+6,401
| +54% | +$1.24M | 0.28% | 114 |
|
|
2021
Q3 | $1.99M | Buy |
11,749
+37
| +0.3% | +$6.26K | 0.16% | 148 |
|
|
2021
Q2 | $2.04M | Sell |
11,712
-802
| -6% | -$140K | 0.17% | 146 |
|
|
2021
Q1 | $1.98M | Buy |
12,514
+12,244
| +4,535% | +$1.94M | 0.18% | 146 |
|
|
2020
Q4 | $41K | Buy |
270
+128
| +90% | +$19.4K | ﹤0.01% | 474 |
|
|
2020
Q3 | $20K | Sell |
142
-8
| -5% | -$1.13K | ﹤0.01% | 543 |
|
|
2020
Q2 | $19K | Buy |
150
+91
| +154% | +$11.5K | ﹤0.01% | 447 |
|
|
2020
Q1 | $8K | Sell |
59
-10
| -14% | -$1.36K | ﹤0.01% | 482 |
|
|
2019
Q4 | $10K | Hold |
69
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $11K | Buy |
69
+11
| +19% | +$1.75K | ﹤0.01% | 451 |
|
|
2019
Q2 | $8K | Buy |
58
+11
| +23% | +$1.52K | ﹤0.01% | 525 |
|
|
2019
Q1 | $5K | Sell |
47
-34
| -42% | -$3.62K | ﹤0.01% | 549 |
|
|
2018
Q4 | $9K | Buy |
+81
| New | +$9K | ﹤0.01% | 360 |
|
|
2018
Q3 | – | Sell |
-12,773
| Closed | -$1.19M | – | 347 |
|
|
2018
Q2 | $1.19M | Buy |
+12,773
| New | +$1.19M | 0.44% | 71 |
|