Glenview Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $741K | Buy |
4,463
+129
| +3% | +$21.4K | 0.01% | 322 |
|
2025
Q1 | $741K | Sell |
4,334
-405
| -9% | -$69.3K | 0.01% | 303 |
|
2024
Q4 | $803K | Buy |
4,739
+161
| +4% | +$27.3K | 0.02% | 300 |
|
2024
Q3 | $878K | Buy |
4,578
+923
| +25% | +$177K | 0.02% | 283 |
|
2024
Q2 | $672K | Buy |
3,655
+44
| +1% | +$8.09K | 0.01% | 297 |
|
2024
Q1 | $702K | Buy |
3,611
+16
| +0.4% | +$3.11K | 0.02% | 292 |
|
2023
Q4 | $670K | Sell |
3,595
-162
| -4% | -$30.2K | 0.02% | 295 |
|
2023
Q3 | $752K | Buy |
3,757
+1,064
| +40% | +$213K | 0.02% | 259 |
|
2023
Q2 | $672K | Sell |
2,693
-30
| -1% | -$7.49K | 0.02% | 278 |
|
2023
Q1 | $693K | Buy |
2,723
+33
| +1% | +$8.4K | 0.02% | 266 |
|
2022
Q4 | $623K | Hold |
2,690
| – | – | 0.02% | 276 |
|
2022
Q3 | $593K | Hold |
2,690
| – | – | 0.02% | 249 |
|
2022
Q2 | $579K | Sell |
2,690
-2
| -0.1% | -$430 | 0.02% | 257 |
|
2022
Q1 | $583K | Sell |
2,692
-118
| -4% | -$25.6K | 0.02% | 270 |
|
2021
Q4 | $543K | Sell |
2,810
-45
| -2% | -$8.7K | 0.02% | 279 |
|
2021
Q3 | $483K | Hold |
2,855
| – | – | 0.02% | 271 |
|
2021
Q2 | $497K | Hold |
2,855
| – | – | 0.02% | 269 |
|
2021
Q1 | $452K | Sell |
2,855
-687
| -19% | -$109K | 0.02% | 277 |
|
2020
Q4 | $540K | Hold |
3,542
| – | – | 0.03% | 229 |
|
2020
Q3 | $508K | Hold |
3,542
| – | – | 0.03% | 228 |
|
2020
Q2 | $459K | Hold |
3,542
| – | – | 0.03% | 234 |
|
2020
Q1 | $469K | Hold |
3,542
| – | – | 0.03% | 213 |
|
2019
Q4 | $521K | Hold |
3,542
| – | – | 0.03% | 230 |
|
2019
Q3 | $549K | Hold |
3,542
| – | – | 0.03% | 230 |
|
2019
Q2 | $475K | Hold |
3,542
| – | – | 0.03% | 237 |
|
2019
Q1 | $407K | Hold |
3,542
| – | – | 0.03% | 255 |
|
2018
Q4 | $380K | Sell |
3,542
-696
| -16% | -$74.7K | 0.03% | 248 |
|
2018
Q3 | $432K | Sell |
4,238
-50
| -1% | -$5.1K | 0.03% | 247 |
|
2018
Q2 | $399K | Hold |
4,288
| – | – | 0.03% | 231 |
|
2018
Q1 | $424K | Hold |
4,288
| – | – | 0.03% | 248 |
|
2017
Q4 | $487K | Hold |
4,288
| – | – | 0.03% | 244 |
|
2017
Q3 | $468K | Buy |
4,288
+896
| +26% | +$97.8K | 0.03% | 238 |
|
2017
Q2 | $364K | Sell |
3,392
-50
| -1% | -$5.37K | 0.03% | 244 |
|
2017
Q1 | $376K | Hold |
3,442
| – | – | 0.03% | 243 |
|
2016
Q4 | $356K | Buy |
+3,442
| New | +$356K | 0.03% | 244 |
|
2015
Q4 | $289K | Buy |
+3,242
| New | +$289K | 0.03% | 210 |
|