Hartford Financial Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $278K | Hold |
1,338
| – | – | 0.07% | 121 |
|
|
2025
Q4 | $243K | Hold |
1,338
| – | – | 0.06% | 123 |
|
|
2025
Q3 | $250K | Hold |
1,338
| – | – | 0.07% | 124 |
|
|
2025
Q2 | $222K | Hold |
1,338
| – | – | 0.06% | 126 |
|
|
2025
Q1 | $229K | Sell |
1,338
-392
| -23% | -$64.2K | 0.05% | 151 |
|
|
2024
Q4 | $293K | Buy |
1,730
+3
| +0.2% | +$538 | 0.06% | 146 |
|
|
2024
Q3 | $331K | Buy |
1,727
+2
| +0.1% | +$389 | 0.07% | 143 |
|
|
2024
Q2 | $317K | Buy |
1,725
+3
| +0.2% | +$580 | 0.07% | 143 |
|
|
2024
Q1 | $335K | Buy |
1,722
+23
| +1% | +$4.44K | 0.07% | 144 |
|
|
2023
Q4 | $317K | Buy |
1,699
+6
| +0.4% | +$1.14K | 0.07% | 146 |
|
|
2023
Q3 | $339K | Buy |
1,693
+5
| +0.3% | +$1.12K | 0.09% | 143 |
|
|
2023
Q2 | $421K | Buy |
1,688
+2
| +0.1% | +$525 | 0.1% | 136 |
|
|
2023
Q1 | $429K | Buy |
1,686
+8
| +0.5% | +$1.88K | 0.11% | 132 |
|
|
2022
Q4 | $388K | Buy |
1,678
+2
| +0.1% | +$461 | 0.1% | 135 |
|
|
2022
Q3 | $369K | Buy |
1,676
+2
| +0.1% | +$448 | 0.11% | 133 |
|
|
2022
Q2 | $360K | Buy |
1,674
+1
| +0.1% | +$218 | 0.1% | 133 |
|
|
2022
Q1 | $362K | Buy |
1,673
+2
| +0.1% | +$406 | 0.09% | 135 |
|
|
2021
Q4 | $323K | Buy |
1,671
+2
| +0.1% | +$362 | 0.08% | 138 |
|
|
2021
Q3 | $283K | Buy |
1,669
+2
| +0.1% | +$353 | 0.07% | 139 |
|
|
2021
Q2 | $290K | Buy |
1,667
+1
| +0.1% | +$168 | 0.07% | 139 |
|
|
2021
Q1 | $263K | Buy |
1,666
+2
| +0.1% | +$301 | 0.07% | 139 |
|
|
2020
Q4 | $253K | Buy |
1,664
+2
| +0.1% | +$296 | 0.07% | 142 |
|
|
2020
Q3 | $238K | Buy |
1,662
+2
| +0.1% | +$284 | 0.07% | 137 |
|
|
2020
Q2 | $215K | Buy |
1,660
+2
| +0.1% | +$269 | 0.07% | 141 |
|
|
2020
Q1 | $220K | Buy |
1,658
+2
| +0.1% | +$295 | 0.09% | 133 |
|
|
2019
Q4 | $243K | Buy |
1,656
+2
| +0.1% | +$297 | 0.08% | 139 |
|
|
2019
Q3 | $256K | Hold |
1,654
| – | – | 0.09% | 137 |
|
|
2019
Q2 | $222K | Hold |
1,654
| – | – | 0.07% | 147 |
|
|
2019
Q1 | $190K | Hold |
1,654
| – | – | 0.06% | 155 |
|
|
2018
Q4 | $177K | Sell |
1,654
-670
| -29% | -$71.2K | 0.07% | 154 |
|
|
2018
Q3 | $237K | Hold |
2,324
| – | – | 0.08% | 152 |
|
|
2018
Q2 | $216K | Hold |
2,324
| – | – | 0.08% | 155 |
|
|
2018
Q1 | $229K | Hold |
2,324
| – | – | 0.12% | 119 |
|
|
2017
Q4 | $263K | Hold |
2,324
| – | – | 0.13% | 118 |
|
|
2017
Q3 | $253K | Hold |
2,324
| – | – | 0.13% | 117 |
|
|
2017
Q2 | $249K | Hold |
2,324
| – | – | 0.11% | 124 |
|
|
2017
Q1 | $253K | Hold |
2,324
| – | – | 0.15% | 107 |
|
|
2016
Q4 | $240K | Hold |
2,324
| – | – | 0.14% | 109 |
|
|
2016
Q3 | $222K | Hold |
2,324
| – | – | 0.13% | 110 |
|
|
2016
Q2 | $263K | Hold |
2,324
| – | – | 0.16% | 95 |
|
|
2016
Q1 | $214K | Hold |
2,324
| – | – | 0.13% | 106 |
|
|
2015
Q4 | $207K | Hold |
2,324
| – | – | 0.13% | 105 |
|
|
2015
Q3 | $213K | Hold |
2,324
| – | – | 0.14% | 100 |
|
|
2015
Q2 | $206K | Hold |
2,324
| – | – | 0.12% | 106 |
|
|
2015
Q1 | $234K | Hold |
2,324
| – | – | 0.14% | 99 |
|
|
2014
Q4 | $241K | Hold |
2,324
| – | – | 0.15% | 98 |
|
|
2014
Q3 | $221K | Hold |
2,324
| – | – | 0.13% | 109 |
|
|
2014
Q2 | $226K | Hold |
2,324
| – | – | 0.14% | 105 |
|
|
2014
Q1 | $242K | Hold |
2,324
| – | – | 0.16% | 104 |
|
|
2013
Q4 | $225K | Hold |
2,324
| – | – | 0.15% | 105 |
|
|
2013
Q3 | $214K | Hold |
2,324
| – | – | 0.15% | 107 |
|
|
2013
Q2 | $207K | Buy |
+2,324
| New | +$205K | 0.14% | 108 |
|
Other funds holding HSY
VCM
VPM
