HM Payson & Co’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $587K | Sell |
3,432
-255
| -7% | -$43.6K | 0.01% | 264 |
|
|
2024
Q4 | $624K | Sell |
3,687
-3
| -0.1% | -$508 | 0.01% | 261 |
|
|
2024
Q3 | $708K | Buy |
3,690
+3
| +0.1% | +$575 | 0.01% | 252 |
|
|
2024
Q2 | $678K | Hold |
3,687
| – | – | 0.01% | 244 |
|
|
2024
Q1 | $717K | Hold |
3,687
| – | – | 0.01% | 239 |
|
|
2023
Q4 | $687K | Hold |
3,687
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $738K | Buy |
3,687
+400
| +12% | +$80K | 0.02% | 227 |
|
|
2023
Q2 | $821K | Buy |
3,287
+195
| +6% | +$48.7K | 0.02% | 212 |
|
|
2023
Q1 | $787K | Sell |
3,092
-53
| -2% | -$13.5K | 0.02% | 212 |
|
|
2022
Q4 | $728K | Buy |
3,145
+45
| +1% | +$10.4K | 0.02% | 214 |
|
|
2022
Q3 | $683K | Hold |
3,100
| – | – | 0.02% | 214 |
|
|
2022
Q2 | $667K | Sell |
3,100
-25
| -0.8% | -$5.38K | 0.02% | 225 |
|
|
2022
Q1 | $677K | Hold |
3,125
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $605K | Sell |
3,125
-160
| -5% | -$31K | 0.01% | 260 |
|
|
2021
Q3 | $556K | Sell |
3,285
-64
| -2% | -$10.8K | 0.01% | 264 |
|
|
2021
Q2 | $583K | Sell |
3,349
-274
| -8% | -$47.7K | 0.01% | 256 |
|
|
2021
Q1 | $573K | Buy |
3,623
+42
| +1% | +$6.64K | 0.02% | 260 |
|
|
2020
Q4 | $545K | Buy |
3,581
+80
| +2% | +$12.2K | 0.02% | 259 |
|
|
2020
Q3 | $502K | Sell |
3,501
-250
| -7% | -$35.8K | 0.02% | 250 |
|
|
2020
Q2 | $486K | Hold |
3,751
| – | – | 0.02% | 234 |
|
|
2020
Q1 | $497K | Hold |
3,751
| – | – | 0.02% | 214 |
|
|
2019
Q4 | $551K | Hold |
3,751
| – | – | 0.02% | 253 |
|
|
2019
Q3 | $581K | Hold |
3,751
| – | – | 0.02% | 246 |
|
|
2019
Q2 | $503K | Buy |
+3,751
| New | +$503K | 0.02% | 270 |
|
|
2018
Q4 | – | Sell |
-3,473
| Closed | -$354K | – | 232 |
|
|
2018
Q3 | $354K | Sell |
3,473
-300
| -8% | -$30.6K | 0.02% | 254 |
|
|
2018
Q2 | $351K | Sell |
3,773
-458
| -11% | -$42.6K | 0.02% | 253 |
|
|
2018
Q1 | $419K | Sell |
4,231
-100
| -2% | -$9.9K | 0.02% | 240 |
|
|
2017
Q4 | $491K | Buy |
4,331
+298
| +7% | +$33.8K | 0.02% | 242 |
|
|
2017
Q3 | $440K | Sell |
4,033
-298
| -7% | -$32.5K | 0.02% | 239 |
|
|
2017
Q2 | $465K | Sell |
4,331
-6
| -0.1% | -$644 | 0.02% | 240 |
|
|
2017
Q1 | $474K | Buy |
4,337
+6
| +0.1% | +$656 | 0.02% | 231 |
|
|
2016
Q4 | $448K | Sell |
4,331
-11
| -0.3% | -$1.14K | 0.02% | 229 |
|
|
2016
Q3 | $415K | Hold |
4,342
| – | – | 0.02% | 231 |
|
|
2016
Q2 | $492K | Sell |
4,342
-108
| -2% | -$12.2K | 0.02% | 218 |
|
|
2016
Q1 | $410K | Sell |
4,450
-92
| -2% | -$8.48K | 0.02% | 223 |
|
|
2015
Q4 | $406K | Sell |
4,542
-323
| -7% | -$28.9K | 0.02% | 232 |
|
|
2015
Q3 | $447K | Hold |
4,865
| – | – | 0.02% | 214 |
|
|
2015
Q2 | $432K | Hold |
4,865
| – | – | 0.02% | 224 |
|
|
2015
Q1 | $491K | Hold |
4,865
| – | – | 0.02% | 218 |
|
|
2014
Q4 | $505K | Buy |
4,865
+243
| +5% | +$25.2K | 0.03% | 223 |
|
|
2014
Q3 | $441K | Buy |
4,622
+100
| +2% | +$9.54K | 0.02% | 226 |
|
|
2014
Q2 | $440K | Hold |
4,522
| – | – | 0.02% | 224 |
|
|
2014
Q1 | $472K | Buy |
4,522
+781
| +21% | +$81.5K | 0.03% | 218 |
|
|
2013
Q4 | $363K | Buy |
3,741
+361
| +11% | +$35K | 0.02% | 228 |
|
|
2013
Q3 | $313K | Hold |
3,380
| – | – | 0.02% | 242 |
|
|
2013
Q2 | $302K | Buy |
+3,380
| New | +$302K | 0.02% | 236 |
|