Edgestream Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,038
| Closed | -$345K | – | 927 |
|
|
2024
Q4 | $345K | Buy |
2,038
+30
| +1% | +$5.08K | 0.01% | 740 |
|
|
2024
Q3 | $385K | Buy |
+2,008
| New | +$385K | 0.02% | 735 |
|
|
2024
Q2 | – | Sell |
-2,512
| Closed | -$489K | – | 930 |
|
|
2024
Q1 | $489K | Sell |
2,512
-19,122
| -88% | -$3.72M | 0.02% | 641 |
|
|
2023
Q4 | $4.03M | Buy |
21,634
+17,815
| +466% | +$3.32M | 0.29% | 67 |
|
|
2023
Q3 | $764K | Sell |
3,819
-8,056
| -68% | -$1.61M | 0.06% | 478 |
|
|
2023
Q2 | $2.97M | Buy |
11,875
+8,284
| +231% | +$2.07M | 0.27% | 88 |
|
|
2023
Q1 | $914K | Buy |
3,591
+1,692
| +89% | +$430K | 0.1% | 308 |
|
|
2022
Q4 | $440K | Buy |
1,899
+324
| +21% | +$75K | 0.05% | 382 |
|
|
2022
Q3 | $347K | Buy |
1,575
+364
| +30% | +$80.2K | 0.03% | 384 |
|
|
2022
Q2 | $261K | Sell |
1,211
-13,345
| -92% | -$2.88M | 0.02% | 463 |
|
|
2022
Q1 | $3.15M | Buy |
+14,556
| New | +$3.15M | 0.25% | 133 |
|
|
2020
Q3 | – | Sell |
-96,153
| Closed | -$12.5M | – | 317 |
|
|
2020
Q2 | $12.5M | Buy |
96,153
+57,290
| +147% | +$7.43M | 0.66% | 44 |
|
|
2020
Q1 | $5.15M | Sell |
38,863
-14,509
| -27% | -$1.92M | 0.48% | 65 |
|
|
2019
Q4 | $7.85M | Buy |
53,372
+46,732
| +704% | +$6.87M | 0.41% | 83 |
|
|
2019
Q3 | $1.03M | Buy |
+6,640
| New | +$1.03M | 0.1% | 182 |
|
|
2017
Q3 | – | Sell |
-4,773
| Closed | -$512K | – | 132 |
|
|
2017
Q2 | $512K | Sell |
4,773
-2,667
| -36% | -$286K | 0.19% | 82 |
|
|
2017
Q1 | $813K | Buy |
+7,440
| New | +$813K | 0.36% | 64 |
|
|
2015
Q2 | – | Sell |
-4,457
| Closed | -$450K | – | 114 |
|
|
2015
Q1 | $450K | Sell |
4,457
-1,505
| -25% | -$152K | 0.59% | 38 |
|
|
2014
Q4 | $620K | Buy |
+5,962
| New | +$620K | 1.42% | 23 |
|
|
2014
Q3 | – | Sell |
-12,218
| Closed | -$1.19M | – | 86 |
|
|
2014
Q2 | $1.19M | Buy |
+12,218
| New | +$1.19M | 0.76% | 34 |
|