Horizon Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
7,981
+3,001
| +60% | +$498K | 0.02% | 499 |
|
|
2025
Q1 | $852K | Buy |
4,980
+182
| +4% | +$31.1K | 0.03% | 297 |
|
|
2024
Q4 | $813K | Buy |
4,798
+29
| +0.6% | +$4.91K | 0.02% | 290 |
|
|
2024
Q3 | $915K | Buy |
4,769
+34
| +0.7% | +$6.52K | 0.02% | 271 |
|
|
2024
Q2 | $870K | Sell |
4,735
-12
| -0.3% | -$2.21K | 0.02% | 277 |
|
|
2024
Q1 | $923K | Buy |
4,747
+2,138
| +82% | +$416K | 0.02% | 264 |
|
|
2023
Q4 | $486K | Buy |
2,609
+583
| +29% | +$109K | 0.01% | 342 |
|
|
2023
Q3 | $405K | Sell |
2,026
-80
| -4% | -$16K | 0.01% | 350 |
|
|
2023
Q2 | $526K | Sell |
2,106
-452
| -18% | -$113K | 0.02% | 286 |
|
|
2023
Q1 | $651K | Sell |
2,558
-2,605
| -50% | -$663K | 0.02% | 238 |
|
|
2022
Q4 | $1.2M | Sell |
5,163
-284
| -5% | -$65.8K | 0.03% | 188 |
|
|
2022
Q3 | $1.2M | Buy |
5,447
+1,459
| +37% | +$322K | 0.04% | 176 |
|
|
2022
Q2 | $858K | Sell |
3,988
-596
| -13% | -$128K | 0.03% | 197 |
|
|
2022
Q1 | $993K | Buy |
4,584
+88
| +2% | +$19.1K | 0.03% | 223 |
|
|
2021
Q4 | $870K | Buy |
4,496
+266
| +6% | +$51.5K | 0.03% | 225 |
|
|
2021
Q3 | $716K | Buy |
4,230
+136
| +3% | +$23K | 0.02% | 251 |
|
|
2021
Q2 | $713K | Buy |
+4,094
| New | +$713K | 0.02% | 260 |
|
|
2020
Q4 | – | Sell |
-1,490
| Closed | -$214K | – | 223 |
|
|
2020
Q3 | $214K | Sell |
1,490
-9,936
| -87% | -$1.43M | 0.01% | 368 |
|
|
2020
Q2 | $1.48M | Buy |
11,426
+8,918
| +356% | +$1.16M | 0.04% | 183 |
|
|
2020
Q1 | $332K | Sell |
2,508
-2,810
| -53% | -$372K | 0.02% | 224 |
|
|
2019
Q4 | $782K | Buy |
5,318
+2,968
| +126% | +$436K | 0.03% | 198 |
|
|
2019
Q3 | $364K | Sell |
2,350
-4,586
| -66% | -$710K | 0.01% | 192 |
|
|
2019
Q2 | $930K | Buy |
+6,936
| New | +$930K | 0.03% | 127 |
|
|
2017
Q4 | – | Sell |
-11,692
| Closed | -$1.25M | – | 196 |
|
|
2017
Q3 | $1.25M | Buy |
11,692
+483
| +4% | +$51.7K | 0.07% | 70 |
|
|
2017
Q2 | $1.2M | Buy |
11,209
+1,699
| +18% | +$182K | 0.07% | 58 |
|
|
2017
Q1 | $1.04M | Buy |
+9,510
| New | +$1.04M | 0.07% | 62 |
|