EFS
Essex Financial Services’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
2,263
-66
| -3% | -$11K | 0.02% | 485 |
|
|
2025
Q1 | $398K | Sell |
2,329
-386
| -14% | -$66K | 0.03% | 430 |
|
|
2024
Q4 | $460K | Sell |
2,715
-4
| -0.1% | -$677 | 0.03% | 391 |
|
|
2024
Q3 | $499K | Buy |
2,719
+106
| +4% | +$19.5K | 0.04% | 381 |
|
|
2024
Q2 | $528K | Buy |
2,613
+232
| +10% | +$46.9K | 0.04% | 368 |
|
|
2024
Q1 | $463K | Buy |
2,381
+601
| +34% | +$117K | 0.04% | 338 |
|
|
2023
Q4 | $332K | Buy |
1,780
+32
| +2% | +$5.97K | 0.03% | 379 |
|
|
2023
Q3 | $350K | Sell |
1,748
-167
| -9% | -$33.4K | 0.04% | 349 |
|
|
2023
Q2 | $478K | Sell |
1,915
-49
| -2% | -$12.2K | 0.05% | 291 |
|
|
2023
Q1 | $500K | Buy |
1,964
+258
| +15% | +$65.6K | 0.05% | 284 |
|
|
2022
Q4 | $395K | Buy |
1,706
+15
| +0.9% | +$3.47K | 0.04% | 321 |
|
|
2022
Q3 | $373K | Sell |
1,691
-1
| -0.1% | -$221 | 0.04% | 301 |
|
|
2022
Q2 | $364K | Buy |
1,692
+4
| +0.2% | +$861 | 0.04% | 321 |
|
|
2022
Q1 | $366K | Sell |
1,688
-128
| -7% | -$27.8K | 0.04% | 332 |
|
|
2021
Q4 | $351K | Hold |
1,816
| – | – | 0.03% | 339 |
|
|
2021
Q3 | $307K | Hold |
1,816
| – | – | 0.04% | 341 |
|
|
2021
Q2 | $287K | Hold |
1,816
| – | – | 0.04% | 335 |
|
|
2021
Q1 | $287K | Sell |
1,816
-37
| -2% | -$5.85K | 0.05% | 274 |
|
|
2020
Q4 | $282K | Buy |
1,853
+5
| +0.3% | +$761 | 0.06% | 252 |
|
|
2020
Q3 | $265K | Hold |
1,848
| – | – | 0.07% | 229 |
|
|
2020
Q2 | $240K | Hold |
1,848
| – | – | 0.07% | 220 |
|
|
2020
Q1 | $245K | Hold |
1,848
| – | – | 0.09% | 203 |
|
|
2019
Q4 | $272K | Sell |
1,848
-1,300
| -41% | -$191K | 0.08% | 221 |
|
|
2019
Q3 | $488K | Hold |
3,148
| – | – | 0.16% | 140 |
|
|
2019
Q2 | $422K | Sell |
3,148
-122
| -4% | -$16.4K | 0.12% | 151 |
|
|
2019
Q1 | $375K | Buy |
3,270
+148
| +5% | +$17K | 0.11% | 157 |
|
|
2018
Q4 | $335K | Hold |
3,122
| – | – | 0.1% | 167 |
|
|
2018
Q3 | $318K | Hold |
3,122
| – | – | 0.07% | 214 |
|
|
2018
Q2 | $291K | Hold |
3,122
| – | – | 0.07% | 219 |
|
|
2018
Q1 | $309K | Hold |
3,122
| – | – | 0.06% | 260 |
|
|
2017
Q4 | $354K | Hold |
3,122
| – | – | 0.08% | 189 |
|
|
2017
Q3 | $341K | Buy |
3,122
+57
| +2% | +$6.23K | 0.08% | 193 |
|
|
2017
Q2 | $329K | Hold |
3,065
| – | – | 0.07% | 252 |
|
|
2017
Q1 | $335K | Sell |
3,065
-700
| -19% | -$76.5K | 0.08% | 234 |
|
|
2016
Q4 | $389K | Hold |
3,765
| – | – | 0.08% | 215 |
|
|
2016
Q3 | $360K | Buy |
3,765
+300
| +9% | +$28.7K | 0.09% | 216 |
|
|
2016
Q2 | $393K | Hold |
3,465
| – | – | 0.1% | 199 |
|
|
2016
Q1 | $319K | Sell |
3,465
-200
| -5% | -$18.4K | 0.08% | 229 |
|
|
2015
Q4 | $327K | Sell |
3,665
-1,775
| -33% | -$158K | 0.08% | 221 |
|
|
2015
Q3 | $500K | Sell |
5,440
-550
| -9% | -$50.6K | 0.13% | 167 |
|
|
2015
Q2 | $532K | Hold |
5,990
| – | – | 0.14% | 174 |
|
|
2015
Q1 | $604K | Hold |
5,990
| – | – | 0.16% | 154 |
|
|
2014
Q4 | $623K | Buy |
5,990
+200
| +3% | +$20.8K | 0.16% | 147 |
|
|
2014
Q3 | $553K | Hold |
5,790
| – | – | 0.17% | 147 |
|
|
2014
Q2 | $564K | Hold |
5,790
| – | – | 0.17% | 142 |
|
|
2014
Q1 | $604K | Hold |
5,790
| – | – | 0.2% | 123 |
|
|
2013
Q4 | $563K | Buy |
5,790
+354
| +7% | +$34.4K | 0.19% | 123 |
|
|
2013
Q3 | $503 | Hold |
5,436
| – | – | 0.16% | 130 |
|
|
2013
Q2 | $485K | Buy |
+5,436
| New | +$485K | 0.17% | 133 |
|