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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Buy |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $432K | Sell |
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|
2024
Q3 | $501K | Sell |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $664K | Sell |
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|
2023
Q2 | $951K | Buy |
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|
2023
Q1 | $966K | Sell |
|
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $793K | Buy |
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|
2022
Q2 | $722K | Sell |
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|
2022
Q1 | $736K | Sell |
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|
2021
Q4 | $691K | Sell |
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|
2021
Q3 | $607K | Sell |
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|
2021
Q2 | $635K | Sell |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $621K | Sell |
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|
2020
Q3 | $618K | Buy |
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|
2020
Q2 | $549K | Buy |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $268K | Buy |
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|
2019
Q1 | $224K | Buy |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $216K | Sell |
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|
2017
Q3 | $276K | Sell |
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|
2017
Q2 | $305K | Sell |
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|
2017
Q1 | $368K | Sell |
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|
2016
Q4 | $351K | Sell |
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|
2016
Q3 | $338K | Buy |
|
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|
2016
Q2 | $380K | Buy |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $269K | Buy |
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|
2015
Q3 | $268K | Hold |
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|
2015
Q2 | $259K | Hold |
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|
2015
Q1 | $294K | Hold |
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|
2014
Q4 | $303K | Hold |
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|
2014
Q3 | $278K | Hold |
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|
2014
Q2 | $284K | Hold |
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|
2014
Q1 | $305K | Hold |
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|
2013
Q4 | $284K | Hold |
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|
2013
Q3 | $270K | Sell |
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|
2013
Q2 | $522K | Buy |
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