Herold Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
6,937
+350
| +5% | +$58.1K | 0.24% | 108 |
|
|
2025
Q1 | $1.13M | Sell |
6,587
-1,124
| -15% | -$192K | 0.25% | 107 |
|
|
2024
Q4 | $1.31M | Buy |
7,711
+232
| +3% | +$39.3K | 0.28% | 95 |
|
|
2024
Q3 | $1.43M | Sell |
7,479
-1,609
| -18% | -$309K | 0.31% | 85 |
|
|
2024
Q2 | $1.67M | Buy |
9,088
+1,013
| +13% | +$186K | 0.39% | 68 |
|
|
2024
Q1 | $1.57M | Buy |
8,075
+1,223
| +18% | +$238K | 0.38% | 72 |
|
|
2023
Q4 | $1.28M | Buy |
6,852
+1,950
| +40% | +$364K | 0.35% | 82 |
|
|
2023
Q3 | $981K | Buy |
4,902
+449
| +10% | +$89.8K | 0.3% | 101 |
|
|
2023
Q2 | $1.11M | Buy |
4,453
+437
| +11% | +$109K | 0.34% | 87 |
|
|
2023
Q1 | $1.02M | Buy |
4,016
+1,577
| +65% | +$401K | 0.35% | 85 |
|
|
2022
Q4 | $565K | Buy |
2,439
+300
| +14% | +$69.5K | 0.24% | 105 |
|
|
2022
Q3 | $471K | Hold |
2,139
| – | – | 0.23% | 108 |
|
|
2022
Q2 | $460K | Buy |
2,139
+334
| +19% | +$71.8K | 0.21% | 118 |
|
|
2022
Q1 | $391K | Buy |
+1,805
| New | +$391K | 0.14% | 142 |
|
|
2021
Q4 | – | Sell |
-590
| Closed | -$99K | – | 380 |
|
|
2021
Q3 | $99K | Buy |
+590
| New | +$99K | 0.04% | 279 |
|