HEIP
Hudson Edge Investment Partners’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
30,253
+684
| +2% | +$114K | 0.86% | 50 |
|
|
2025
Q1 | $5.06M | Buy |
29,569
+3,102
| +12% | +$531K | 1.03% | 51 |
|
|
2024
Q4 | $4.48M | Sell |
26,467
-1,592
| -6% | -$270K | 0.83% | 51 |
|
|
2024
Q3 | $5.38M | Buy |
28,059
+213
| +0.8% | +$40.8K | 1% | 41 |
|
|
2024
Q2 | $5.12M | Buy |
27,846
+1,699
| +6% | +$312K | 0.99% | 40 |
|
|
2024
Q1 | $5.09M | Buy |
26,147
+7,358
| +39% | +$1.43M | 0.99% | 49 |
|
|
2023
Q4 | $3.5M | Buy |
+18,789
| New | +$3.5M | 0.81% | 51 |
|
|
2022
Q4 | – | Sell |
-17,904
| Closed | -$3.95M | – | 143 |
|
|
2022
Q3 | $3.95M | Sell |
17,904
-2,059
| -10% | -$454K | 1.47% | 32 |
|
|
2022
Q2 | $4.3M | Sell |
19,963
-3,099
| -13% | -$667K | 1.57% | 30 |
|
|
2022
Q1 | $5M | Sell |
23,062
-1,632
| -7% | -$354K | 1.57% | 24 |
|
|
2021
Q4 | $4.78M | Sell |
24,694
-3,301
| -12% | -$639K | 1.48% | 30 |
|
|
2021
Q3 | $4.74M | Sell |
27,995
-590
| -2% | -$99.9K | 1.56% | 25 |
|
|
2021
Q2 | $4.98M | Sell |
28,585
-760
| -3% | -$132K | 1.59% | 20 |
|
|
2021
Q1 | $4.64M | Buy |
29,345
+1,729
| +6% | +$273K | 1.53% | 30 |
|
|
2020
Q4 | $4.21M | Buy |
27,616
+188
| +0.7% | +$28.6K | 1.5% | 30 |
|
|
2020
Q3 | $3.93M | Sell |
27,428
-2,979
| -10% | -$427K | 1.58% | 19 |
|
|
2020
Q2 | $3.94M | Buy |
+30,407
| New | +$3.94M | 1.27% | 46 |
|