Heritage Investment Group’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 | $330K | Hold |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $356K | Sell |
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|
2024
Q1 | $395K | Hold |
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|
2023
Q4 | $378K | Hold |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $530K | Hold |
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|
2022
Q4 | $483K | Hold |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $448K | Hold |
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|
2022
Q1 | $451K | Hold |
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|
2021
Q4 | $403K | Buy |
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