Geneos Wealth 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 | $1.05M | Sell |
6,348
-6,805
| -52% | -$1.13M | 0.03% | 521 |
|
|
2025
Q1 | $2.25M | Buy |
13,153
+6,026
| +85% | +$1.03M | 0.03% | 462 |
|
|
2024
Q4 | $1.21M | Sell |
7,127
-13,473
| -65% | -$2.28M | 0.04% | 372 |
|
|
2024
Q3 | $3.95M | Buy |
20,600
+1,750
| +9% | +$336K | 0.15% | 163 |
|
|
2024
Q2 | $3.47M | Buy |
18,850
+1,295
| +7% | +$238K | 0.15% | 148 |
|
|
2024
Q1 | $3.41M | Buy |
17,555
+12,706
| +262% | +$2.47M | 0.16% | 165 |
|
|
2023
Q4 | $904K | Sell |
4,849
-629
| -11% | -$117K | 0.04% | 344 |
|
|
2023
Q3 | $1.1M | Buy |
5,478
+73
| +1% | +$14.6K | 0.06% | 299 |
|
|
2023
Q2 | $1.35M | Buy |
5,405
+14
| +0.3% | +$3.5K | 0.07% | 266 |
|
|
2023
Q1 | $1.37M | Buy |
5,391
+1,028
| +24% | +$262K | 0.08% | 252 |
|
|
2022
Q4 | $1.01M | Buy |
4,363
+2
| +0% | +$463 | 0.06% | 270 |
|
|
2022
Q3 | $961K | Sell |
4,361
-8,267
| -65% | -$1.82M | 0.07% | 261 |
|
|
2022
Q2 | $2.79M | Buy |
12,628
+224
| +2% | +$49.5K | 0.14% | 170 |
|
|
2022
Q1 | $2.69M | Buy |
12,404
+22
| +0.2% | +$4.77K | 0.12% | 192 |
|
|
2021
Q4 | $2.4M | Buy |
12,382
+162
| +1% | +$31.3K | 0.09% | 223 |
|
|
2021
Q3 | $2.09M | Buy |
12,220
+179
| +1% | +$30.6K | 0.08% | 240 |
|
|
2021
Q2 | $2.1M | Sell |
12,041
-7
| -0.1% | -$1.22K | 0.08% | 232 |
|
|
2021
Q1 | $1.98M | Buy |
12,048
+7
| +0.1% | +$1.15K | 0.06% | 289 |
|
|
2020
Q4 | $1.91M | Buy |
12,041
+1,917
| +19% | +$305K | 0.08% | 243 |
|
|
2020
Q3 | $1.41M | Sell |
10,124
-822
| -8% | -$115K | 0.07% | 248 |
|
|
2020
Q2 | $1.38M | Buy |
10,946
+49
| +0.4% | +$6.16K | 0.08% | 239 |
|
|
2020
Q1 | $1.43M | Buy |
10,897
+351
| +3% | +$45.9K | 0.1% | 212 |
|
|
2019
Q4 | $1.56M | Buy |
10,546
+119
| +1% | +$17.6K | 0.08% | 236 |
|
|
2019
Q3 | $1.6M | Sell |
10,427
-40,301
| -79% | -$6.2M | 0.1% | 205 |
|
|
2019
Q2 | $6.8M | Buy |
50,728
+668
| +1% | +$89.5K | 0.42% | 51 |
|
|
2019
Q1 | $5.75M | Buy |
50,060
+39,128
| +358% | +$4.49M | 0.38% | 64 |
|
|
2018
Q4 | $1.16M | Sell |
10,932
-258
| -2% | -$27.4K | 0.09% | 229 |
|
|
2018
Q3 | $1.14M | Buy |
11,190
+342
| +3% | +$34.9K | 0.08% | 245 |
|
|
2018
Q2 | $1.01M | Sell |
10,848
-151
| -1% | -$14K | 0.08% | 220 |
|
|
2018
Q1 | $1.09M | Sell |
10,999
-173
| -2% | -$17.1K | 0.1% | 199 |
|
|
2017
Q4 | $1.27M | Sell |
11,172
-1,013
| -8% | -$115K | 0.11% | 179 |
|
|
2017
Q3 | $1.33M | Buy |
12,185
+117
| +1% | +$12.8K | 0.13% | 160 |
|
|
2017
Q2 | $1.3M | Buy |
12,068
+741
| +7% | +$79.5K | 0.13% | 155 |
|
|
2017
Q1 | $1.24M | Buy |
11,327
+2
| +0% | +$218 | 0.13% | 152 |
|
|
2016
Q4 | $1.17M | Sell |
11,325
-64
| -0.6% | -$6.62K | 0.15% | 139 |
|
|
2016
Q3 | $1.09M | Buy |
11,389
+969
| +9% | +$92.6K | 0.15% | 152 |
|
|
2016
Q2 | $1.17M | Buy |
10,420
+4
| +0% | +$448 | 0.17% | 135 |
|
|
2016
Q1 | $976K | Buy |
+10,416
| New | +$976K | 0.15% | 154 |
|