HBK Sorce Advisory’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 | $489K | Buy |
2,627
+11
| +0.4% | +$2.32K | 0.01% | 378 |
|
|
2025
Q4 | $606K | Sell |
2,616
-21
| -0.8% | -$3.84K | 0.01% | 335 |
|
|
2025
Q3 | $505K | Buy |
2,637
+25
| +1% | +$4.54K | 0.01% | 360 |
|
|
2025
Q2 | $433K | Sell |
2,612
-13
| -0.5% | -$2.14K | 0.01% | 371 |
|
|
2025
Q1 | $449K | Buy |
2,625
+73
| +3% | +$12K | 0.01% | 359 |
|
|
2024
Q4 | $432K | Sell |
2,552
-62
| -2% | -$11.1K | 0.01% | 370 |
|
|
2024
Q3 | $501K | Sell |
2,614
-173
| -6% | -$33.6K | 0.02% | 333 |
|
|
2024
Q2 | $512K | Sell |
2,787
-529
| -16% | -$102K | 0.02% | 325 |
|
|
2024
Q1 | $645K | Buy |
3,316
+6
| +0.2% | +$1.16K | 0.02% | 285 |
|
|
2023
Q4 | $617K | Sell |
3,310
-11
| -0.3% | -$2.08K | 0.02% | 281 |
|
|
2023
Q3 | $664K | Sell |
3,321
-486
| -13% | -$109K | 0.03% | 257 |
|
|
2023
Q2 | $951K | Buy |
3,807
+10
| +0.3% | +$2.62K | 0.04% | 213 |
|
|
2023
Q1 | $966K | Sell |
3,797
-3,837
| -50% | -$901K | 0.04% | 204 |
|
|
2022
Q4 | $1.77M | Buy |
7,634
+4,037
| +112% | +$931K | 0.05% | 194 |
|
|
2022
Q3 | $793K | Buy |
3,597
+243
| +7% | +$54.5K | 0.05% | 192 |
|
|
2022
Q2 | $722K | Sell |
3,354
-42
| -1% | -$9.15K | 0.05% | 197 |
|
|
2022
Q1 | $736K | Sell |
3,396
-178
| -5% | -$36.2K | 0.04% | 242 |
|
|
2021
Q4 | $691K | Sell |
3,574
-13
| -0.4% | -$2.35K | 0.04% | 275 |
|
|
2021
Q3 | $607K | Sell |
3,587
-56
| -2% | -$9.89K | 0.03% | 287 |
|
|
2021
Q2 | $635K | Sell |
3,643
-50
| -1% | -$8.42K | 0.04% | 282 |
|
|
2021
Q1 | $584K | Sell |
3,693
-387
| -9% | -$58.3K | 0.03% | 271 |
|
|
2020
Q4 | $621K | Sell |
4,080
-233
| -5% | -$34.5K | 0.04% | 241 |
|
|
2020
Q3 | $618K | Buy |
4,313
+75
| +2% | +$10.6K | 0.04% | 225 |
|
|
2020
Q2 | $549K | Buy |
4,238
+1,948
| +85% | +$262K | 0.04% | 234 |
|
|
2020
Q1 | $303K | Buy |
2,290
+164
| +8% | +$24.2K | 0.03% | 294 |
|
|
2019
Q4 | $313K | Buy |
2,126
+68
| +3% | +$10.1K | 0.03% | 338 |
|
|
2019
Q3 | $319K | Buy |
2,058
+60
| +3% | +$9.06K | 0.03% | 313 |
|
|
2019
Q2 | $268K | Buy |
1,998
+46
| +2% | +$5.84K | 0.03% | 343 |
|
|
2019
Q1 | $224K | Buy |
1,952
+38
| +2% | +$4.14K | 0.02% | 391 |
|
|
2018
Q4 | $205K | Buy |
+1,914
| New | +$203K | 0.02% | 353 |
|
|
2018
Q1 | – | Sell |
-1,906
| Closed | -$216K | – | 391 |
|
|
2017
Q4 | $216K | Sell |
1,906
-621
| -25% | -$68.3K | 0.03% | 356 |
|
|
2017
Q3 | $276K | Sell |
2,527
-311
| -11% | -$33.1K | 0.04% | 258 |
|
|
2017
Q2 | $305K | Sell |
2,838
-535
| -16% | -$59K | 0.05% | 233 |
|
|
2017
Q1 | $368K | Sell |
3,373
-22
| -0.6% | -$2.36K | 0.06% | 205 |
|
|
2016
Q4 | $351K | Sell |
3,395
-145
| -4% | -$14.3K | 0.06% | 200 |
|
|
2016
Q3 | $338K | Buy |
3,540
+189
| +6% | +$20K | 0.07% | 195 |
|
|
2016
Q2 | $380K | Buy |
3,351
+353
| +12% | +$33K | 0.08% | 172 |
|
|
2016
Q1 | $276K | Sell |
2,998
-18
| -0.6% | -$1.61K | 0.07% | 193 |
|
|
2015
Q4 | $269K | Buy |
3,016
+98
| +3% | +$8.79K | 0.07% | 173 |
|
|
2015
Q3 | $268K | Hold |
2,918
| – | – | 0.09% | 156 |
|
|
2015
Q2 | $259K | Hold |
2,918
| – | – | 0.09% | 157 |
|
|
2015
Q1 | $294K | Hold |
2,918
| – | – | 0.1% | 132 |
|
|
2014
Q4 | $303K | Hold |
2,918
| – | – | 0.1% | 131 |
|
|
2014
Q3 | $278K | Hold |
2,918
| – | – | 0.1% | 132 |
|
|
2014
Q2 | $284K | Hold |
2,918
| – | – | 0.1% | 140 |
|
|
2014
Q1 | $305K | Hold |
2,918
| – | – | 0.11% | 124 |
|
|
2013
Q4 | $284K | Hold |
2,918
| – | – | 0.1% | 126 |
|
|
2013
Q3 | $270K | Sell |
2,918
-2,918
| -50% | -$272K | 0.11% | 128 |
|
|
2013
Q2 | $522K | Buy |
+5,836
| New | +$516K | 0.11% | 129 |
|
Other funds holding HSY
VCM
VPM
