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