HBW
Hazlett, Burt & Watson’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
11,349
-130
| -1% | -$21.6K | 0.77% | 31 |
|
|
2025
Q1 | $1.96M | Buy |
11,479
+125
| +1% | +$21.4K | 0.88% | 23 |
|
|
2024
Q4 | $1.92M | Buy |
11,354
+39
| +0.3% | +$6.6K | 0.85% | 22 |
|
|
2024
Q3 | $2.17M | Buy |
11,315
+1,917
| +20% | +$367K | 1% | 20 |
|
|
2024
Q2 | $1.73M | Buy |
9,398
+3,160
| +51% | +$580K | 0.89% | 24 |
|
|
2024
Q1 | $1.22M | Buy |
6,238
+980
| +19% | +$191K | 0.73% | 24 |
|
|
2023
Q4 | $980K | Hold |
5,258
| – | – | 0.66% | 26 |
|
|
2023
Q3 | $1.05M | Buy |
5,258
+55
| +1% | +$11K | 0.78% | 21 |
|
|
2023
Q2 | $1.3M | Sell |
5,203
-75
| -1% | -$18.7K | 0.97% | 19 |
|
|
2023
Q1 | $1.35M | Sell |
5,278
-176
| -3% | -$44.9K | 1.1% | 19 |
|
|
2022
Q4 | $1.26M | Buy |
5,454
+18
| +0.3% | +$4.17K | 1.11% | 17 |
|
|
2022
Q3 | $1.2M | Buy |
5,436
+275
| +5% | +$60.6K | 1.16% | 16 |
|
|
2022
Q2 | $1.11M | Sell |
5,161
-49
| -0.9% | -$10.6K | 1.02% | 18 |
|
|
2022
Q1 | $1.13M | Buy |
+5,210
| New | +$1.13M | 0.89% | 19 |
|