Dillon & 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 | $422K | Sell |
2,543
-292
| -10% | -$48.5K | 0.06% | 60 |
|
2025
Q1 | $485K | Sell |
2,835
-797
| -22% | -$136K | 0.07% | 60 |
|
2024
Q4 | $614K | Sell |
3,632
-201
| -5% | -$34K | 0.09% | 60 |
|
2024
Q3 | $736K | Sell |
3,833
-153
| -4% | -$29.4K | 0.1% | 57 |
|
2024
Q2 | $733K | Buy |
3,986
+88
| +2% | +$16.2K | 0.11% | 60 |
|
2024
Q1 | $756K | Buy |
3,898
+441
| +13% | +$85.5K | 0.12% | 59 |
|
2023
Q4 | $643K | Buy |
3,457
+872
| +34% | +$162K | 0.12% | 59 |
|
2023
Q3 | $517K | Buy |
2,585
+1,093
| +73% | +$219K | 0.1% | 61 |
|
2023
Q2 | $373K | Hold |
1,492
| – | – | 0.07% | 66 |
|
2023
Q1 | $379K | Buy |
1,492
+442
| +42% | +$112K | 0.08% | 66 |
|
2022
Q4 | $244K | Buy |
1,050
+10
| +1% | +$2.32K | 0.05% | 71 |
|
2022
Q3 | $229K | Buy |
1,040
+25
| +2% | +$5.51K | 0.05% | 67 |
|
2022
Q2 | $218K | Hold |
1,015
| – | – | 0.05% | 71 |
|
2022
Q1 | $220K | Buy |
+1,015
| New | +$220K | 0.04% | 74 |
|