Heritage Investment Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
1,766
-170
| -9% | -$28.2K | 0.05% | 92 |
|
|
2025
Q1 | $331K | Hold |
1,936
| – | – | 0.06% | 84 |
|
|
2024
Q4 | $328K | Hold |
1,936
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $371K | Hold |
1,936
| – | – | 0.07% | 72 |
|
|
2024
Q2 | $356K | Sell |
1,936
-93
| -5% | -$17.1K | 0.07% | 68 |
|
|
2024
Q1 | $395K | Hold |
2,029
| – | – | 0.08% | 60 |
|
|
2023
Q4 | $378K | Hold |
2,029
| – | – | 0.08% | 58 |
|
|
2023
Q3 | $406K | Sell |
2,029
-53
| -3% | -$10.6K | 0.11% | 57 |
|
|
2023
Q2 | $520K | Sell |
2,082
-2
| -0.1% | -$500 | 0.14% | 46 |
|
|
2023
Q1 | $530K | Hold |
2,084
| – | – | 0.16% | 36 |
|
|
2022
Q4 | $483K | Hold |
2,084
| – | – | 0.15% | 41 |
|
|
2022
Q3 | $459K | Hold |
2,084
| – | – | 0.28% | 39 |
|
|
2022
Q2 | $448K | Hold |
2,084
| – | – | 0.26% | 44 |
|
|
2022
Q1 | $451K | Hold |
2,084
| – | – | 0.33% | 46 |
|
|
2021
Q4 | $403K | Buy |
+2,084
| New | +$403K | 0.32% | 50 |
|