Elgethun Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
707
+6
| +0.9% | +$996 | 0.02% | 144 |
|
|
2025
Q1 | $120K | Buy |
701
+5
| +0.7% | +$856 | 0.03% | 145 |
|
|
2024
Q4 | $118K | Buy |
696
+5
| +0.7% | +$847 | 0.03% | 144 |
|
|
2024
Q3 | $132K | Buy |
691
+5
| +0.7% | +$959 | 0.03% | 140 |
|
|
2024
Q2 | $126K | Buy |
686
+5
| +0.7% | +$919 | 0.03% | 143 |
|
|
2024
Q1 | $133K | Buy |
681
+155
| +29% | +$30.4K | 0.03% | 145 |
|
|
2023
Q4 | $98.1K | Buy |
526
+3
| +0.6% | +$560 | 0.03% | 145 |
|
|
2023
Q3 | $104K | Buy |
523
+3
| +0.6% | +$596 | 0.03% | 142 |
|
|
2023
Q2 | $130K | Buy |
+520
| New | +$130K | 0.04% | 137 |
|
|
2019
Q3 | – | Sell |
-6,350
| Closed | -$851K | – | 94 |
|
|
2019
Q2 | $851K | Sell |
6,350
-6,875
| -52% | -$921K | 0.46% | 44 |
|
|
2019
Q1 | $1.52M | Sell |
13,225
-4,867
| -27% | -$559K | 0.89% | 36 |
|
|
2018
Q4 | $1.91M | Sell |
18,092
-7,096
| -28% | -$750K | 1.33% | 29 |
|
|
2018
Q3 | $2.56M | Sell |
25,188
-53
| -0.2% | -$5.39K | 1.66% | 24 |
|
|
2018
Q2 | $2.33M | Buy |
25,241
+7,279
| +41% | +$673K | 1.65% | 23 |
|
|
2018
Q1 | $1.78M | Buy |
17,962
+1,419
| +9% | +$140K | 1.24% | 29 |
|
|
2017
Q4 | $1.88M | Buy |
16,543
+657
| +4% | +$74.6K | 1.31% | 33 |
|
|
2017
Q3 | $1.73M | Buy |
15,886
+2,512
| +19% | +$274K | 1.27% | 33 |
|
|
2017
Q2 | $1.44M | Buy |
13,374
+286
| +2% | +$30.7K | 1.12% | 35 |
|
|
2017
Q1 | $1.43M | Buy |
13,088
+22
| +0.2% | +$2.4K | 1.15% | 33 |
|
|
2016
Q4 | $1.35M | Buy |
+13,066
| New | +$1.35M | 1.06% | 34 |
|