Financial Counselors Inc’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,881
| Closed | -$1.18M | – | 238 |
|
|
2025
Q1 | $1.18M | Buy |
6,881
+430
| +7% | +$70.4K | 0.02% | 319 |
|
|
2024
Q4 | $1.09M | Sell |
6,451
-73
| -1% | -$13.1K | 0.02% | 324 |
|
|
2024
Q3 | $1.25M | Sell |
6,524
-103
| -2% | -$20K | 0.02% | 318 |
|
|
2024
Q2 | $1.22M | Sell |
6,627
-5
| -0.1% | -$967 | 0.02% | 307 |
|
|
2024
Q1 | $1.29M | Sell |
6,632
-194
| -3% | -$37.4K | 0.02% | 301 |
|
|
2023
Q4 | $1.27M | Hold |
6,826
| – | – | 0.02% | 305 |
|
|
2023
Q3 | $1.37M | Sell |
6,826
-41
| -0.6% | -$9.18K | 0.03% | 292 |
|
|
2023
Q2 | $1.72M | Sell |
6,867
-151
| -2% | -$39.6K | 0.03% | 262 |
|
|
2023
Q1 | $1.78M | Sell |
7,018
-282
| -4% | -$66.3K | 0.04% | 260 |
|
|
2022
Q4 | $1.69M | Sell |
7,300
-336
| -4% | -$77.5K | 0.04% | 266 |
|
|
2022
Q3 | $1.68M | Sell |
7,636
-225
| -3% | -$50.4K | 0.04% | 253 |
|
|
2022
Q2 | $1.69M | Buy |
7,861
+700
| +10% | +$153K | 0.04% | 256 |
|
|
2022
Q1 | $1.55M | Sell |
7,161
-2,604
| -27% | -$529K | 0.03% | 271 |
|
|
2021
Q4 | $1.89M | Sell |
9,765
-1,362
| -12% | -$247K | 0.04% | 256 |
|
|
2021
Q3 | $1.88M | Hold |
11,127
| – | – | 0.04% | 267 |
|
|
2021
Q2 | $1.94M | Sell |
11,127
-1,284
| -10% | -$216K | 0.04% | 259 |
|
|
2021
Q1 | $1.96M | Buy |
12,411
+1,645
| +15% | +$248K | 0.05% | 253 |
|
|
2020
Q4 | $1.64M | Sell |
10,766
-368
| -3% | -$54.5K | 0.04% | 267 |
|
|
2020
Q3 | $1.6M | Sell |
11,134
-263
| -2% | -$37.3K | 0.05% | 251 |
|
|
2020
Q2 | $1.48M | Buy |
11,397
+2,000
| +21% | +$269K | 0.05% | 265 |
|
|
2020
Q1 | $1.25M | Sell |
9,397
-610
| -6% | -$90K | 0.06% | 233 |
|
|
2019
Q4 | $1.47M | Sell |
10,007
-2,145
| -18% | -$318K | 0.05% | 250 |
|
|
2019
Q3 | $1.88M | Buy |
12,152
+62
| +0.5% | +$9.36K | 0.07% | 221 |
|
|
2019
Q2 | $1.62M | Buy |
12,090
+715
| +6% | +$90.8K | 0.07% | 231 |
|
|
2019
Q1 | $1.31M | Sell |
11,375
-940
| -8% | -$102K | 0.06% | 243 |
|
|
2018
Q4 | $1.32M | Hold |
12,315
| – | – | 0.07% | 235 |
|
|
2018
Q3 | $1.26M | Hold |
12,315
| – | – | 0.06% | 260 |
|
|
2018
Q2 | $1.15M | Sell |
12,315
-55
| -0.4% | -$5.13K | 0.05% | 259 |
|
|
2018
Q1 | $1.22M | Sell |
12,370
-36
| -0.3% | -$3.72K | 0.06% | 256 |
|
|
2017
Q4 | $1.41M | Buy |
12,406
+6,025
| +94% | +$663K | 0.06% | 253 |
|
|
2017
Q3 | $697K | Buy |
6,381
+144
| +2% | +$15.3K | 0.03% | 302 |
|
|
2017
Q2 | $670K | Buy |
6,237
+2,250
| +56% | +$248K | 0.03% | 315 |
|
|
2017
Q1 | $436K | Buy |
3,987
+799
| +25% | +$85.7K | 0.02% | 350 |
|
|
2016
Q4 | $330K | Buy |
+3,188
| New | +$315K | 0.02% | 377 |
|
|
2016
Q2 | $396K | Sell |
3,493
-295
| -8% | -$27.6K | 0.02% | 336 |
|
|
2016
Q1 | $349K | Buy |
3,788
+243
| +7% | +$21.7K | 0.02% | 349 |
|
|
2015
Q4 | $316K | Buy |
3,545
+200
| +6% | +$17.9K | 0.02% | 355 |
|
|
2015
Q3 | $307K | Sell |
3,345
-270
| -7% | -$24.6K | 0.02% | 359 |
|
|
2015
Q2 | $321K | Buy |
3,615
+565
| +19% | +$53.3K | 0.02% | 360 |
|
|
2015
Q1 | $308K | Sell |
3,050
-260
| -8% | -$27.1K | 0.02% | 374 |
|
|
2014
Q4 | $344K | Sell |
3,310
-310
| -9% | -$30.2K | 0.02% | 348 |
|
|
2014
Q3 | $345K | Sell |
3,620
-35
| -1% | -$3.24K | 0.02% | 361 |
|
|
2014
Q2 | $356K | Sell |
3,655
-44
| -1% | -$4.32K | 0.02% | 350 |
|
|
2014
Q1 | $386K | Sell |
3,699
-150
| -4% | -$15.3K | 0.03% | 339 |
|
|
2013
Q4 | $374K | Sell |
3,849
-555
| -13% | -$53.4K | 0.03% | 329 |
|
|
2013
Q3 | $407K | Sell |
4,404
-1,365
| -24% | -$127K | 0.03% | 310 |
|
|
2013
Q2 | $515K | Buy |
+5,769
| New | +$510K | 0.04% | 281 |
|
Other funds holding HSY
HTC