Diligent Investors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Hold |
3,645
| – | – | 0.14% | 169 |
|
|
2025
Q1 | $623K | Sell |
3,645
-2
| -0.1% | -$342 | 0.15% | 168 |
|
|
2024
Q4 | $618K | Sell |
3,647
-200
| -5% | -$33.9K | 0.14% | 175 |
|
|
2024
Q3 | $738K | Hold |
3,847
| – | – | 0.17% | 158 |
|
|
2024
Q2 | $707K | Buy |
3,847
+150
| +4% | +$27.6K | 0.18% | 148 |
|
|
2024
Q1 | $719K | Buy |
3,697
+2
| +0.1% | +$389 | 0.18% | 148 |
|
|
2023
Q4 | $689K | Sell |
3,695
-82
| -2% | -$15.3K | 0.19% | 140 |
|
|
2023
Q3 | $756K | Hold |
3,777
| – | – | 0.23% | 112 |
|
|
2023
Q2 | $943K | Hold |
3,777
| – | – | 0.28% | 86 |
|
|
2023
Q1 | $961K | Hold |
3,777
| – | – | 0.3% | 85 |
|
|
2022
Q4 | $875K | Sell |
3,777
-100
| -3% | -$23.2K | 0.29% | 85 |
|
|
2022
Q3 | $855K | Hold |
3,877
| – | – | 0.31% | 79 |
|
|
2022
Q2 | $834K | Hold |
3,877
| – | – | 0.29% | 85 |
|
|
2022
Q1 | $840K | Sell |
3,877
-100
| -3% | -$21.7K | 0.24% | 97 |
|
|
2021
Q4 | $769K | Sell |
3,977
-200
| -5% | -$38.7K | 0.22% | 104 |
|
|
2021
Q3 | $728K | Hold |
4,177
| – | – | 0.25% | 97 |
|
|
2021
Q2 | $728K | Hold |
4,177
| – | – | 0.25% | 97 |
|
|
2021
Q1 | $661K | Hold |
4,177
| – | – | 0.24% | 101 |
|
|
2020
Q4 | $636K | Sell |
4,177
-25
| -0.6% | -$3.81K | 0.26% | 94 |
|
|
2020
Q3 | $602K | Sell |
4,202
-100
| -2% | -$14.3K | 0.27% | 84 |
|
|
2020
Q2 | $558K | Sell |
4,302
-200
| -4% | -$25.9K | 0.27% | 86 |
|
|
2020
Q1 | $597K | Sell |
4,502
-200
| -4% | -$26.5K | 0.36% | 71 |
|
|
2019
Q4 | $691K | Sell |
4,702
-250
| -5% | -$36.7K | 0.31% | 81 |
|
|
2019
Q3 | $768K | Sell |
4,952
-968
| -16% | -$150K | 0.38% | 76 |
|
|
2019
Q2 | $793K | Hold |
5,920
| – | – | 0.39% | 71 |
|
|
2019
Q1 | $680K | Hold |
5,920
| – | – | 0.39% | 76 |
|
|
2018
Q4 | $635K | Hold |
5,920
| – | – | 0.42% | 73 |
|
|
2018
Q3 | $604K | Hold |
5,920
| – | – | 0.33% | 80 |
|
|
2018
Q2 | $551K | Hold |
5,920
| – | – | 0.34% | 86 |
|
|
2018
Q1 | $586K | Sell |
5,920
-100
| -2% | -$9.9K | 0.35% | 80 |
|
|
2017
Q4 | $683K | Hold |
6,020
| – | – | 0.44% | 68 |
|
|
2017
Q3 | $657K | Hold |
6,020
| – | – | 0.48% | 57 |
|
|
2017
Q2 | $646K | Sell |
6,020
-200
| -3% | -$21.5K | 0.46% | 59 |
|
|
2017
Q1 | $680K | Sell |
6,220
-100
| -2% | -$10.9K | 0.52% | 54 |
|
|
2016
Q4 | $652K | Sell |
6,320
-100
| -2% | -$10.3K | 0.52% | 50 |
|
|
2016
Q3 | $617K | Sell |
6,420
-250
| -4% | -$24K | 0.5% | 52 |
|
|
2016
Q2 | $757K | Sell |
6,670
-100
| -1% | -$11.3K | 0.72% | 41 |
|
|
2016
Q1 | $623K | Sell |
6,770
-100
| -1% | -$9.2K | 0.68% | 44 |
|
|
2015
Q4 | $613K | Sell |
6,870
-30
| -0.4% | -$2.68K | 0.69% | 41 |
|
|
2015
Q3 | $658K | Hold |
6,900
| – | – | 0.71% | 42 |
|
|
2015
Q2 | $637K | Hold |
6,900
| – | – | 0.67% | 45 |
|
|
2015
Q1 | $646K | Sell |
6,900
-50
| -0.7% | -$4.68K | 0.66% | 46 |
|
|
2014
Q4 | $733K | Buy |
+6,950
| New | +$733K | 0.75% | 39 |
|