E.S. Barr & Co’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
1,686
| – | – | 0.02% | 95 |
|
|
2025
Q1 | $288K | Hold |
1,686
| – | – | 0.02% | 89 |
|
|
2024
Q4 | $286K | Hold |
1,686
| – | – | 0.02% | 89 |
|
|
2024
Q3 | $323K | Sell |
1,686
-250
| -13% | -$47.9K | 0.02% | 83 |
|
|
2024
Q2 | $356K | Hold |
1,936
| – | – | 0.02% | 74 |
|
|
2024
Q1 | $377K | Sell |
1,936
-750
| -28% | -$146K | 0.02% | 71 |
|
|
2023
Q4 | $501K | Buy |
2,686
+150
| +6% | +$28K | 0.03% | 67 |
|
|
2023
Q3 | $507K | Buy |
2,536
+750
| +42% | +$150K | 0.04% | 63 |
|
|
2023
Q2 | $446K | Hold |
1,786
| – | – | 0.03% | 67 |
|
|
2023
Q1 | $454K | Hold |
1,786
| – | – | 0.04% | 64 |
|
|
2022
Q4 | $414K | Hold |
1,786
| – | – | 0.03% | 71 |
|
|
2022
Q3 | $394K | Hold |
1,786
| – | – | 0.03% | 70 |
|
|
2022
Q2 | $384K | Hold |
1,786
| – | – | 0.03% | 75 |
|
|
2022
Q1 | $387K | Hold |
1,786
| – | – | 0.03% | 79 |
|
|
2021
Q4 | $346K | Hold |
1,786
| – | – | 0.02% | 79 |
|
|
2021
Q3 | $302K | Hold |
1,786
| – | – | 0.02% | 78 |
|
|
2021
Q2 | $311K | Buy |
1,786
+450
| +34% | +$78.4K | 0.02% | 81 |
|
|
2021
Q1 | $211K | Hold |
1,336
| – | – | 0.02% | 91 |
|
|
2020
Q4 | $204K | Buy |
+1,336
| New | +$204K | 0.02% | 82 |
|