Institutional & Family Asset Management’s Hershey HSY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$9.19K	Hold	50	–	–	﹤0.01%	428
2024 Q1	$9.72K	Hold	50	–	–	﹤0.01%	415
2023 Q4	$9.32K	Sell	50 -50	-50%	-$9.47K	﹤0.01%	402
2023 Q3	$20K	Hold	100	–	–	﹤0.01%	305
2023 Q2	$25K	Buy	+100	New	+$26.2K	﹤0.01%	290
2023 Q1	–	Sell	-5	Closed	-$1.16K	–	744
2022 Q4	$1.16K	Buy	+5	New	+$1.15K	﹤0.01%	596
2018 Q4	–	Sell	-1,690	Closed	-$172K	–	849
2018 Q3	$172K	Hold	1,690	–	–	0.03%	205
2018 Q2	$157K	Sell	1,690 -31,785	-95%	-$2.96M	0.03%	209
2018 Q1	$3.31M	Sell	33,475 -4,693	-12%	-$485K	0.71%	56
2017 Q4	$4.33M	Buy	38,168 +3,331	+10%	+$366K	0.84%	49
2017 Q3	$3.8M	Sell	34,837 -456	-1%	-$48.6K	0.77%	45
2017 Q2	$3.79M	Buy	35,293 +684	+2%	+$75.5K	0.93%	36
2017 Q1	$3.78M	Sell	34,609 -744	-2%	-$79.8K	1.18%	33
2016 Q4	$3.66M	Buy	35,353 +553	+2%	+$54.6K	1.15%	39
2016 Q3	$3.33M	Buy	34,800 +1,192	+4%	+$126K	1.11%	51
2016 Q2	$3.81M	Buy	33,608 +6,222	+23%	+$582K	1.33%	12
2016 Q1	$2.44M	Sell	27,386 -63	-0.2%	-$5.62K	0.91%	56
2015 Q4	$2.45M	Buy	+27,449	New	+$2.46M	0.92%	56