Hartford Financial Management’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Hold
1,338
0.06% 126
2025
Q1
$229K Sell
1,338
-392
-23% -$67K 0.05% 151
2024
Q4
$293K Buy
1,730
+3
+0.2% +$508 0.06% 146
2024
Q3
$331K Buy
1,727
+2
+0.1% +$384 0.07% 143
2024
Q2
$317K Buy
1,725
+3
+0.2% +$551 0.07% 143
2024
Q1
$335K Buy
1,722
+23
+1% +$4.47K 0.07% 144
2023
Q4
$317K Buy
1,699
+6
+0.4% +$1.12K 0.07% 146
2023
Q3
$339K Buy
1,693
+5
+0.3% +$1K 0.09% 143
2023
Q2
$421K Buy
1,688
+2
+0.1% +$499 0.1% 136
2023
Q1
$429K Buy
1,686
+8
+0.5% +$2.04K 0.11% 132
2022
Q4
$388K Buy
1,678
+2
+0.1% +$463 0.1% 135
2022
Q3
$369K Buy
1,676
+2
+0.1% +$440 0.11% 133
2022
Q2
$360K Buy
1,674
+1
+0.1% +$215 0.1% 133
2022
Q1
$362K Buy
1,673
+2
+0.1% +$433 0.09% 135
2021
Q4
$323K Buy
1,671
+2
+0.1% +$387 0.08% 138
2021
Q3
$283K Buy
1,669
+2
+0.1% +$339 0.07% 139
2021
Q2
$290K Buy
1,667
+1
+0.1% +$174 0.07% 139
2021
Q1
$263K Buy
1,666
+2
+0.1% +$316 0.07% 139
2020
Q4
$253K Buy
1,664
+2
+0.1% +$304 0.07% 141
2020
Q3
$238K Buy
1,662
+2
+0.1% +$286 0.07% 136
2020
Q2
$215K Buy
1,660
+2
+0.1% +$259 0.07% 140
2020
Q1
$220K Buy
1,658
+2
+0.1% +$265 0.09% 133
2019
Q4
$243K Buy
1,656
+2
+0.1% +$293 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% -$71.7K 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 +$207K 0.14% 108