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