Hennion & Walsh Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $909K | Sell |
5,477
-1,180
| -18% | -$196K | 0.04% | 515 |
|
2025
Q1 | $1.14M | Sell |
6,657
-977
| -13% | -$167K | 0.05% | 445 |
|
2024
Q4 | $1.29M | Buy |
7,634
+896
| +13% | +$152K | 0.06% | 402 |
|
2024
Q3 | $1.29M | Sell |
6,738
-992
| -13% | -$190K | 0.06% | 394 |
|
2024
Q2 | $1.42M | Sell |
7,730
-2,331
| -23% | -$429K | 0.07% | 342 |
|
2024
Q1 | $1.96M | Sell |
10,061
-3,240
| -24% | -$630K | 0.1% | 262 |
|
2023
Q4 | $2.48M | Sell |
13,301
-3,904
| -23% | -$728K | 0.14% | 213 |
|
2023
Q3 | $3.44M | Sell |
17,205
-4,810
| -22% | -$962K | 0.22% | 113 |
|
2023
Q2 | $5.5M | Buy |
22,015
+1,810
| +9% | +$452K | 0.33% | 67 |
|
2023
Q1 | $5.14M | Buy |
20,205
+2,811
| +16% | +$715K | 0.32% | 75 |
|
2022
Q4 | $4.03M | Buy |
17,394
+3,635
| +26% | +$842K | 0.25% | 102 |
|
2022
Q3 | $3.03M | Buy |
13,759
+5,264
| +62% | +$1.16M | 0.2% | 139 |
|
2022
Q2 | $1.83M | Buy |
8,495
+3,463
| +69% | +$745K | 0.11% | 211 |
|
2022
Q1 | $1.09M | Sell |
5,032
-26
| -0.5% | -$5.63K | 0.06% | 326 |
|
2021
Q4 | $979K | Sell |
5,058
-237
| -4% | -$45.9K | 0.05% | 361 |
|
2021
Q3 | $896K | Buy |
5,295
+99
| +2% | +$16.8K | 0.05% | 372 |
|
2021
Q2 | $905K | Buy |
5,196
+320
| +7% | +$55.7K | 0.05% | 380 |
|
2021
Q1 | $771K | Buy |
+4,876
| New | +$771K | 0.05% | 412 |
|