Dorsey & Whitney Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $893K | Buy |
5,383
+316
| +6% | +$52.4K | 0.05% | 295 |
|
2025
Q1 | $867K | Buy |
5,067
+655
| +15% | +$112K | 0.05% | 289 |
|
2024
Q4 | $747K | Buy |
4,412
+49
| +1% | +$8.3K | 0.04% | 317 |
|
2024
Q3 | $837K | Sell |
4,363
-103
| -2% | -$19.8K | 0.04% | 297 |
|
2024
Q2 | $821K | Buy |
4,466
+790
| +21% | +$145K | 0.06% | 249 |
|
2024
Q1 | $715K | Buy |
3,676
+876
| +31% | +$170K | 0.05% | 277 |
|
2023
Q4 | $522K | Buy |
2,800
+1,488
| +113% | +$277K | 0.04% | 335 |
|
2023
Q3 | $263K | Buy |
+1,312
| New | +$263K | 0.02% | 464 |
|
2023
Q1 | – | Sell |
-899
| Closed | -$208K | – | 588 |
|
2022
Q4 | $208K | Buy |
+899
| New | +$208K | 0.02% | 523 |
|
2016
Q3 | – | Sell |
-2,889
| Closed | -$327K | – | 309 |
|
2016
Q2 | $327K | Buy |
2,889
+7
| +0.2% | +$792 | 0.07% | 176 |
|
2016
Q1 | $266K | Buy |
2,882
+73
| +3% | +$6.74K | 0.07% | 190 |
|
2015
Q4 | $251K | Buy |
2,809
+16
| +0.6% | +$1.43K | 0.07% | 197 |
|
2015
Q3 | $258K | Buy |
2,793
+144
| +5% | +$13.3K | 0.07% | 188 |
|
2015
Q2 | $236K | Sell |
2,649
-76
| -3% | -$6.77K | 0.06% | 210 |
|
2015
Q1 | $276K | Buy |
2,725
+76
| +3% | +$7.7K | 0.07% | 185 |
|
2014
Q4 | $275K | Sell |
2,649
-46
| -2% | -$4.78K | 0.07% | 189 |
|
2014
Q3 | $257K | Sell |
2,695
-406
| -13% | -$38.7K | 0.07% | 200 |
|
2014
Q2 | $302K | Sell |
3,101
-282
| -8% | -$27.5K | 0.07% | 182 |
|
2014
Q1 | $354K | Buy |
+3,383
| New | +$354K | 0.08% | 161 |
|