Greenleaf 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 | $1.99M | Buy |
12,003
+496
| +4% | +$82.3K | 0.02% | 195 |
|
2025
Q1 | $1.97M | Buy |
11,507
+1,270
| +12% | +$217K | 0.02% | 199 |
|
2024
Q4 | $1.73M | Sell |
10,237
-2,796
| -21% | -$474K | 0.02% | 216 |
|
2024
Q3 | $2.5M | Buy |
13,033
+266
| +2% | +$51K | 0.02% | 164 |
|
2024
Q2 | $2.35M | Buy |
12,767
+2,492
| +24% | +$458K | 0.02% | 160 |
|
2024
Q1 | $2M | Buy |
10,275
+487
| +5% | +$94.7K | 0.02% | 182 |
|
2023
Q4 | $1.82M | Sell |
9,788
-519
| -5% | -$96.8K | 0.02% | 192 |
|
2023
Q3 | $2.06M | Sell |
10,307
-1,393
| -12% | -$279K | 0.02% | 158 |
|
2023
Q2 | $2.92M | Sell |
11,700
-534
| -4% | -$133K | 0.03% | 124 |
|
2023
Q1 | $3.11M | Sell |
12,234
-433
| -3% | -$110K | 0.04% | 124 |
|
2022
Q4 | $2.93M | Sell |
12,667
-66
| -0.5% | -$15.3K | 0.04% | 124 |
|
2022
Q3 | $2.81M | Buy |
12,733
+1,648
| +15% | +$363K | 0.04% | 121 |
|
2022
Q2 | $2.39M | Sell |
11,085
-452
| -4% | -$97.3K | 0.04% | 116 |
|
2022
Q1 | $2.5M | Buy |
11,537
+591
| +5% | +$128K | 0.03% | 116 |
|
2021
Q4 | $2.12M | Sell |
10,946
-8
| -0.1% | -$1.55K | 0.02% | 134 |
|
2021
Q3 | $1.85M | Buy |
10,954
+36
| +0.3% | +$6.09K | 0.02% | 134 |
|
2021
Q2 | $1.9M | Buy |
10,918
+125
| +1% | +$21.8K | 0.02% | 133 |
|
2021
Q1 | $1.71M | Buy |
10,793
+151
| +1% | +$23.9K | 0.02% | 135 |
|
2020
Q4 | $1.62M | Buy |
10,642
+50
| +0.5% | +$7.62K | 0.02% | 129 |
|
2020
Q3 | $1.52M | Buy |
10,592
+512
| +5% | +$73.4K | 0.02% | 122 |
|
2020
Q2 | $1.31M | Buy |
10,080
+847
| +9% | +$110K | 0.02% | 129 |
|
2020
Q1 | $1.22M | Sell |
9,233
-33
| -0.4% | -$4.37K | 0.02% | 117 |
|
2019
Q4 | $1.36M | Sell |
9,266
-3,721
| -29% | -$547K | 0.02% | 134 |
|
2019
Q3 | $2.01M | Buy |
12,987
+3,689
| +40% | +$572K | 0.03% | 99 |
|
2019
Q2 | $1.25M | Buy |
9,298
+279
| +3% | +$37.4K | 0.02% | 142 |
|
2019
Q1 | $1.04M | Buy |
9,019
+266
| +3% | +$30.6K | 0.02% | 154 |
|
2018
Q4 | $938K | Buy |
8,753
+631
| +8% | +$67.6K | 0.02% | 166 |
|
2018
Q3 | $828K | Buy |
8,122
+74
| +0.9% | +$7.54K | 0.02% | 198 |
|
2018
Q2 | $749K | Sell |
8,048
-591
| -7% | -$55K | 0.01% | 198 |
|
2018
Q1 | $855K | Buy |
8,639
+184
| +2% | +$18.2K | 0.02% | 166 |
|
2017
Q4 | $960K | Sell |
8,455
-1,133
| -12% | -$129K | 0.02% | 156 |
|
2017
Q3 | $1.05M | Buy |
9,588
+4,925
| +106% | +$538K | 0.02% | 142 |
|
2017
Q2 | $501K | Hold |
4,663
| – | – | 0.01% | 197 |
|
2017
Q1 | $509K | Sell |
4,663
-57,677
| -93% | -$6.3M | 0.01% | 155 |
|
2016
Q4 | $6.45M | Sell |
62,340
-1,045
| -2% | -$108K | 0.17% | 41 |
|
2016
Q3 | $6.06M | Buy |
63,385
+540
| +0.9% | +$51.6K | 0.16% | 45 |
|
2016
Q2 | $7.13M | Sell |
62,845
-6,105
| -9% | -$693K | 0.18% | 37 |
|
2016
Q1 | $6.35M | Buy |
+68,950
| New | +$6.35M | 0.17% | 45 |
|