Harvey Investment Company’s Hershey HSY Stock Holding History

Harvey Investment Company’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$610K	Hold	3,674	–	–	0.07%	77
2025 Q1	$628K	Hold	3,674	–	–	0.07%	72
2024 Q4	$622K	Hold	3,674	–	–	0.07%	74
2024 Q3	$705K	Sell	3,674 -600	-14%	-$115K	0.08%	70
2024 Q2	$786K	Hold	4,274	–	–	0.09%	69
2024 Q1	$831K	Hold	4,274	–	–	0.09%	69
2023 Q4	$797K	Sell	4,274 -33	-0.8%	-$6.15K	0.1%	68
2023 Q3	$862K	Hold	4,307	–	–	0.11%	65
2023 Q2	$1.08M	Hold	4,307	–	–	0.14%	61
2023 Q1	$1.1M	Hold	4,307	–	–	0.14%	61
2022 Q4	$997K	Hold	4,307	–	–	0.13%	62
2022 Q3	$950K	Hold	4,307	–	–	0.14%	61
2022 Q2	$927K	Hold	4,307	–	–	0.13%	62
2022 Q1	$933K	Hold	4,307	–	–	0.11%	64
2021 Q4	$833K	Hold	4,307	–	–	0.1%	66
2021 Q3	$729K	Hold	4,307	–	–	0.09%	66
2021 Q2	$750K	Hold	4,307	–	–	0.1%	66
2021 Q1	$681K	Sell	4,307 -600	-12%	-$94.9K	0.1%	67
2020 Q4	$747K	Buy	4,907 +600	+14%	+$91.3K	0.11%	64
2020 Q3	$617K	Hold	4,307	–	–	0.1%	66
2020 Q2	$558K	Hold	4,307	–	–	0.09%	70
2020 Q1	$571K	Hold	4,307	–	–	0.11%	65
2019 Q4	$633K	Hold	4,307	–	–	0.1%	65
2019 Q3	$668K	Hold	4,307	–	–	0.11%	64
2019 Q2	$577K	Hold	4,307	–	–	0.1%	63
2019 Q1	$495K	Hold	4,307	–	–	0.09%	64
2018 Q4	$462K	Hold	4,307	–	–	0.09%	64
2018 Q3	$439K	Hold	4,307	–	–	0.08%	67
2018 Q2	$401K	Hold	4,307	–	–	0.07%	68
2018 Q1	$426K	Hold	4,307	–	–	0.08%	67
2017 Q4	$489K	Hold	4,307	–	–	0.09%	65
2017 Q3	$470K	Hold	4,307	–	–	0.09%	65
2017 Q2	$462K	Hold	4,307	–	–	0.09%	66
2017 Q1	$471K	Sell	4,307 -52	-1%	-$5.69K	0.1%	66
2016 Q4	$451K	Hold	4,359	–	–	0.1%	67
2016 Q3	$417K	Hold	4,359	–	–	0.09%	68
2016 Q2	$495K	Hold	4,359	–	–	0.11%	67
2016 Q1	$401K	Hold	4,359	–	–	0.09%	67
2015 Q4	$389K	Hold	4,359	–	–	0.09%	67
2015 Q3	$401K	Hold	4,359	–	–	0.1%	68
2015 Q2	$387K	Hold	4,359	–	–	0.09%	70
2015 Q1	$440K	Sell	4,359 -650	-13%	-$65.6K	0.1%	67
2014 Q4	$521K	Hold	5,009	–	–	0.12%	66
2014 Q3	$478K	Hold	5,009	–	–	0.12%	66
2014 Q2	$488K	Hold	5,009	–	–	0.12%	67
2014 Q1	$523K	Hold	5,009	–	–	0.13%	64
2013 Q4	$487K	Hold	5,009	–	–	0.13%	66
2013 Q3	$463K	Hold	5,009	–	–	0.13%	66
2013 Q2	$447K	Buy	+5,009	New	+$447K	0.13%	65