Dean Investment Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.62M | Buy |
33,842
+468
| +1% | +$77.7K | 0.83% | 26 |
|
2025
Q1 | $5.71M | Buy |
33,374
+3,061
| +10% | +$524K | 0.84% | 21 |
|
2024
Q4 | $5.13M | Sell |
30,313
-6,090
| -17% | -$1.03M | 0.73% | 33 |
|
2024
Q3 | $6.98M | Sell |
36,403
-2,294
| -6% | -$440K | 0.94% | 17 |
|
2024
Q2 | $7.11M | Sell |
38,697
-528
| -1% | -$97.1K | 1.01% | 14 |
|
2024
Q1 | $7.63M | Buy |
39,225
+12,300
| +46% | +$2.39M | 1.05% | 13 |
|
2023
Q4 | $5.02M | Buy |
26,925
+17,597
| +189% | +$3.28M | 0.72% | 45 |
|
2023
Q3 | $1.87M | Buy |
9,328
+362
| +4% | +$72.4K | 0.31% | 131 |
|
2023
Q2 | $2.24M | Sell |
8,966
-3,448
| -28% | -$861K | 0.36% | 103 |
|
2023
Q1 | $3.16M | Sell |
12,414
-697
| -5% | -$177K | 0.5% | 83 |
|
2022
Q4 | $3.04M | Sell |
13,111
-78
| -0.6% | -$18.1K | 0.52% | 75 |
|
2022
Q3 | $2.91M | Sell |
13,189
-35
| -0.3% | -$7.72K | 0.59% | 64 |
|
2022
Q2 | $2.85M | Sell |
13,224
-664
| -5% | -$143K | 0.55% | 64 |
|
2022
Q1 | $3.01M | Sell |
13,888
-404
| -3% | -$87.5K | 0.54% | 70 |
|
2021
Q4 | $2.77M | Sell |
14,292
-329
| -2% | -$63.7K | 0.49% | 80 |
|
2021
Q3 | $2.48M | Sell |
14,621
-461
| -3% | -$78K | 0.47% | 84 |
|
2021
Q2 | $2.63M | Buy |
15,082
+1,230
| +9% | +$214K | 0.48% | 73 |
|
2021
Q1 | $2.19M | Sell |
13,852
-92
| -0.7% | -$14.6K | 0.41% | 99 |
|
2020
Q4 | $2.12M | Buy |
13,944
+456
| +3% | +$69.5K | 0.44% | 89 |
|
2020
Q3 | $1.93M | Sell |
13,488
-352
| -3% | -$50.4K | 0.46% | 90 |
|
2020
Q2 | $1.79M | Sell |
13,840
-317
| -2% | -$41.1K | 0.43% | 100 |
|
2020
Q1 | $1.88M | Sell |
14,157
-634
| -4% | -$84K | 0.4% | 108 |
|
2019
Q4 | $2.17M | Sell |
14,791
-11,081
| -43% | -$1.63M | 0.34% | 131 |
|
2019
Q3 | $4.01M | Sell |
25,872
-12,406
| -32% | -$1.92M | 0.59% | 69 |
|
2019
Q2 | $5.13M | Sell |
38,278
-3,200
| -8% | -$429K | 0.74% | 48 |
|
2019
Q1 | $4.76M | Sell |
41,478
-322
| -0.8% | -$37K | 0.69% | 60 |
|
2018
Q4 | $4.48M | Sell |
41,800
-663
| -2% | -$71.1K | 0.71% | 62 |
|
2018
Q3 | $4.33M | Buy |
42,463
+5,663
| +15% | +$578K | 0.6% | 75 |
|
2018
Q2 | $3.43M | Sell |
36,800
-1,257
| -3% | -$117K | 0.51% | 98 |
|
2018
Q1 | $3.77M | Sell |
38,057
-2,019
| -5% | -$200K | 0.56% | 85 |
|
2017
Q4 | $4.55M | Sell |
40,076
-393
| -1% | -$44.6K | 0.69% | 56 |
|
2017
Q3 | $4.42M | Sell |
40,469
-469
| -1% | -$51.2K | 0.67% | 67 |
|
2017
Q2 | $4.4M | Sell |
40,938
-547
| -1% | -$58.7K | 0.67% | 67 |
|
2017
Q1 | $4.53M | Sell |
41,485
-3,290
| -7% | -$359K | 0.76% | 58 |
|
2016
Q4 | $4.63M | Sell |
44,775
-1,350
| -3% | -$140K | 0.79% | 55 |
|
2016
Q3 | $4.41M | Sell |
46,125
-211
| -0.5% | -$20.2K | 0.82% | 48 |
|
2016
Q2 | $5.26M | Sell |
46,336
-443
| -0.9% | -$50.3K | 1.03% | 22 |
|
2016
Q1 | $4.31M | Buy |
46,779
+86
| +0.2% | +$7.92K | 0.88% | 41 |
|
2015
Q4 | $4.17M | Sell |
46,693
-1,349
| -3% | -$120K | 0.92% | 35 |
|
2015
Q3 | $4.41M | Buy |
48,042
+115
| +0.2% | +$10.6K | 0.99% | 29 |
|
2015
Q2 | $4.26M | Buy |
47,927
+3,125
| +7% | +$278K | 0.97% | 29 |
|
2015
Q1 | $4.52M | Buy |
44,802
+7,912
| +21% | +$798K | 1.05% | 26 |
|
2014
Q4 | $3.83M | Sell |
36,890
-291
| -0.8% | -$30.2K | 0.89% | 40 |
|
2014
Q3 | $3.55M | Buy |
+37,181
| New | +$3.55M | 0.86% | 40 |
|