ICW Investment 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 | $1.85M | Buy |
11,174
+271
| +2% | +$45K | 0.73% | 53 |
|
|
2025
Q1 | $1.86M | Buy |
10,903
+59
| +0.5% | +$10.1K | 0.76% | 51 |
|
|
2024
Q4 | $1.84M | Buy |
10,844
+50
| +0.5% | +$8.47K | 0.77% | 49 |
|
|
2024
Q3 | $2.07M | Buy |
10,794
+305
| +3% | +$58.5K | 0.86% | 42 |
|
|
2024
Q2 | $1.93M | Sell |
10,489
-93
| -0.9% | -$17.1K | 0.88% | 42 |
|
|
2024
Q1 | $2.06M | Buy |
10,582
+374
| +4% | +$72.7K | 0.92% | 40 |
|
|
2023
Q4 | $1.9M | Buy |
10,208
+269
| +3% | +$50.2K | 0.93% | 40 |
|
|
2023
Q3 | $1.99M | Buy |
9,939
+425
| +4% | +$85K | 1.07% | 33 |
|
|
2023
Q2 | $2.38M | Buy |
9,514
+87
| +0.9% | +$21.7K | 1.28% | 20 |
|
|
2023
Q1 | $2.4M | Buy |
9,427
+140
| +2% | +$35.6K | 1.36% | 17 |
|
|
2022
Q4 | $2.15M | Sell |
9,287
-36
| -0.4% | -$8.34K | 1.29% | 21 |
|
|
2022
Q3 | $2.06M | Buy |
9,323
+32
| +0.3% | +$7.06K | 1.38% | 17 |
|
|
2022
Q2 | $2M | Sell |
9,291
-20
| -0.2% | -$4.3K | 1.27% | 22 |
|
|
2022
Q1 | $2.02M | Buy |
9,311
+64
| +0.7% | +$13.9K | 1.16% | 28 |
|
|
2021
Q4 | $1.79M | Buy |
9,247
+283
| +3% | +$54.8K | 1% | 39 |
|
|
2021
Q3 | $1.52M | Buy |
8,964
+146
| +2% | +$24.7K | 0.98% | 41 |
|
|
2021
Q2 | $1.54M | Buy |
8,818
+121
| +1% | +$21.1K | 1% | 40 |
|
|
2021
Q1 | $1.38M | Buy |
8,697
+104
| +1% | +$16.5K | 0.95% | 45 |
|
|
2020
Q4 | $1.29M | Sell |
8,593
-178
| -2% | -$26.8K | 0.93% | 45 |
|
|
2020
Q3 | $1.26M | Buy |
8,771
+131
| +2% | +$18.8K | 0.94% | 46 |
|
|
2020
Q2 | $1.12M | Buy |
8,640
+65
| +0.8% | +$8.43K | 0.91% | 46 |
|
|
2020
Q1 | $1.14M | Buy |
8,575
+168
| +2% | +$22.3K | 1.08% | 37 |
|
|
2019
Q4 | $1.24M | Buy |
+8,407
| New | +$1.24M | 1% | 42 |
|