HeadInvest LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,225
| Closed | -$210K | – | 217 |
|
|
2025
Q1 | $210K | Hold |
1,225
| – | – | 0.04% | 228 |
|
|
2024
Q4 | $207K | Sell |
1,225
-200
| -14% | -$33.9K | 0.04% | 226 |
|
|
2024
Q3 | $273K | Hold |
1,425
| – | – | 0.05% | 199 |
|
|
2024
Q2 | $262K | Hold |
1,425
| – | – | 0.05% | 194 |
|
|
2024
Q1 | $277K | Hold |
1,425
| – | – | 0.05% | 199 |
|
|
2023
Q4 | $266K | Sell |
1,425
-250
| -15% | -$46.6K | 0.06% | 195 |
|
|
2023
Q3 | $333K | Sell |
1,675
-1,550
| -48% | -$308K | 0.07% | 169 |
|
|
2023
Q2 | $721K | Sell |
3,225
-300
| -9% | -$67.1K | 0.16% | 102 |
|
|
2023
Q1 | $897K | Sell |
3,525
-92
| -3% | -$23.4K | 0.2% | 90 |
|
|
2022
Q4 | $838K | Sell |
3,617
-41
| -1% | -$9.49K | 0.19% | 93 |
|
|
2022
Q3 | $806K | Sell |
3,658
-125
| -3% | -$27.5K | 0.19% | 89 |
|
|
2022
Q2 | $814K | Hold |
3,783
| – | – | 0.18% | 95 |
|
|
2022
Q1 | $820K | Buy |
3,783
+8
| +0.2% | +$1.73K | 0.16% | 100 |
|
|
2021
Q4 | $730K | Hold |
3,775
| – | – | 0.13% | 115 |
|
|
2021
Q3 | $639K | Hold |
3,775
| – | – | 0.12% | 120 |
|
|
2021
Q2 | $657K | Hold |
3,775
| – | – | 0.13% | 118 |
|
|
2021
Q1 | $597K | Buy |
3,775
+150
| +4% | +$23.7K | 0.12% | 128 |
|
|
2020
Q4 | $552K | Buy |
3,625
+725
| +25% | +$110K | 0.12% | 124 |
|
|
2020
Q3 | $416K | Buy |
2,900
+100
| +4% | +$14.3K | 0.12% | 119 |
|
|
2020
Q2 | $363K | Buy |
2,800
+100
| +4% | +$13K | 0.11% | 120 |
|
|
2020
Q1 | $358K | Hold |
2,700
| – | – | 0.13% | 110 |
|
|
2019
Q4 | $397K | Sell |
2,700
-300
| -10% | -$44.1K | 0.11% | 123 |
|
|
2019
Q3 | $465K | Sell |
3,000
-100
| -3% | -$15.5K | 0.14% | 105 |
|
|
2019
Q2 | $415K | Hold |
3,100
| – | – | 0.12% | 118 |
|
|
2019
Q1 | $356K | Sell |
3,100
-3,100
| -50% | -$356K | 0.1% | 133 |
|
|
2018
Q4 | $665K | Buy |
6,200
+3,100
| +100% | +$333K | 0.11% | 132 |
|
|
2018
Q3 | $316K | Sell |
3,100
-50
| -2% | -$5.1K | 0.09% | 137 |
|
|
2018
Q2 | $293K | Hold |
3,150
| – | – | 0.09% | 137 |
|
|
2018
Q1 | $312K | Sell |
3,150
-350
| -10% | -$34.7K | 0.1% | 120 |
|
|
2017
Q4 | $397K | Buy |
3,500
+100
| +3% | +$11.3K | 0.12% | 104 |
|
|
2017
Q3 | $361K | Buy |
3,400
+200
| +6% | +$21.2K | 0.11% | 114 |
|
|
2017
Q2 | $344K | Sell |
3,200
-100
| -3% | -$10.8K | 0.11% | 115 |
|
|
2017
Q1 | $361K | Hold |
3,300
| – | – | 0.12% | 114 |
|
|
2016
Q4 | $341K | Hold |
3,300
| – | – | 0.13% | 109 |
|
|
2016
Q3 | $315K | Buy |
3,300
+200
| +6% | +$19.1K | 0.11% | 113 |
|
|
2016
Q2 | $352K | Sell |
3,100
-100
| -3% | -$11.4K | 0.13% | 94 |
|
|
2016
Q1 | $295K | Buy |
3,200
+650
| +25% | +$59.9K | 0.12% | 106 |
|
|
2015
Q4 | $228K | Sell |
2,550
-100
| -4% | -$8.94K | 0.09% | 114 |
|
|
2015
Q3 | $243K | Buy |
+2,650
| New | +$243K | 0.1% | 110 |
|