Great Valley Advisor Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
13,426
-1,368
| -9% | -$227K | 0.05% | 294 |
|
|
2025
Q1 | $2.53M | Sell |
14,794
-17,207
| -54% | -$2.94M | 0.05% | 271 |
|
|
2024
Q4 | $5.42M | Sell |
32,001
-23,646
| -42% | -$4M | 0.12% | 166 |
|
|
2024
Q3 | $10.7M | Buy |
55,647
+18,515
| +50% | +$3.55M | 0.26% | 96 |
|
|
2024
Q2 | $6.83M | Buy |
37,132
+5,208
| +16% | +$957K | 0.19% | 122 |
|
|
2024
Q1 | $6.21M | Buy |
31,924
+26,085
| +447% | +$5.07M | 0.19% | 128 |
|
|
2023
Q4 | $1.09M | Buy |
5,839
+57
| +1% | +$10.6K | 0.04% | 326 |
|
|
2023
Q3 | $1.16M | Sell |
5,782
-837
| -13% | -$167K | 0.05% | 296 |
|
|
2023
Q2 | $1.65M | Buy |
6,619
+288
| +5% | +$71.9K | 0.07% | 241 |
|
|
2023
Q1 | $1.61M | Sell |
6,331
-9,573
| -60% | -$2.43M | 0.08% | 238 |
|
|
2022
Q4 | $3.68M | Buy |
15,904
+10,653
| +203% | +$2.47M | 0.19% | 136 |
|
|
2022
Q3 | $1.16M | Sell |
5,251
-39
| -0.7% | -$8.6K | 0.06% | 279 |
|
|
2022
Q2 | $1.14M | Buy |
5,290
+29
| +0.6% | +$6.24K | 0.06% | 286 |
|
|
2022
Q1 | $1.14M | Buy |
5,261
+21
| +0.4% | +$4.55K | 0.07% | 265 |
|
|
2021
Q4 | $1.01M | Buy |
5,240
+1
| +0% | +$194 | 0.06% | 266 |
|
|
2021
Q3 | $887K | Buy |
5,239
+1
| +0% | +$169 | 0.06% | 260 |
|
|
2021
Q2 | $912K | Buy |
5,238
+1
| +0% | +$174 | 0.07% | 250 |
|
|
2021
Q1 | $828K | Buy |
5,237
+2
| +0% | +$316 | 0.08% | 221 |
|
|
2020
Q4 | $797K | Buy |
5,235
+1
| +0% | +$152 | 0.08% | 208 |
|
|
2020
Q3 | $750K | Buy |
5,234
+1
| +0% | +$143 | 0.09% | 192 |
|
|
2020
Q2 | $679K | Buy |
5,233
+1
| +0% | +$130 | 0.11% | 193 |
|
|
2020
Q1 | $693K | Buy |
5,232
+2
| +0% | +$265 | 0.18% | 143 |
|
|
2019
Q4 | $769K | Sell |
5,230
-115
| -2% | -$16.9K | 0.17% | 162 |
|
|
2019
Q3 | $828K | Buy |
5,345
+1
| +0% | +$155 | 0.2% | 149 |
|
|
2019
Q2 | $717K | Sell |
5,344
-405
| -7% | -$54.3K | 0.18% | 156 |
|
|
2019
Q1 | $660K | Buy |
5,749
+1
| +0% | +$115 | 0.21% | 133 |
|
|
2018
Q4 | $616K | Buy |
+5,748
| New | +$616K | 0.23% | 101 |
|