Intellectus Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
2,463
-4,072
| -62% | -$676K | 0.09% | 209 |
|
|
2025
Q1 | $1.12M | Buy |
6,535
+266
| +4% | +$45.5K | 0.28% | 107 |
|
|
2024
Q4 | $1.06M | Buy |
6,269
+394
| +7% | +$66.7K | 0.24% | 109 |
|
|
2024
Q3 | $1.13M | Buy |
5,875
+590
| +11% | +$113K | 0.29% | 101 |
|
|
2024
Q2 | $972K | Buy |
5,285
+532
| +11% | +$97.8K | 0.27% | 105 |
|
|
2024
Q1 | $924K | Buy |
4,753
+900
| +23% | +$175K | 0.24% | 122 |
|
|
2023
Q4 | $718K | Buy |
+3,853
| New | +$718K | 0.21% | 132 |
|
|
2021
Q4 | – | Sell |
-4,416
| Closed | -$747K | – | 279 |
|
|
2021
Q3 | $747K | Buy |
4,416
+5
| +0.1% | +$846 | 0.18% | 144 |
|
|
2021
Q2 | $768K | Buy |
4,411
+110
| +3% | +$19.2K | 0.17% | 150 |
|
|
2021
Q1 | $680K | Buy |
4,301
+236
| +6% | +$37.3K | 0.19% | 153 |
|
|
2020
Q4 | $619K | Buy |
+4,065
| New | +$619K | 0.19% | 144 |
|
|
2019
Q3 | – | Sell |
-2,887
| Closed | -$387K | – | 198 |
|
|
2019
Q2 | $387K | Sell |
2,887
-1,392
| -33% | -$187K | 0.17% | 149 |
|
|
2019
Q1 | $491K | Sell |
4,279
-70
| -2% | -$8.03K | 0.21% | 122 |
|
|
2018
Q4 | $466K | Sell |
4,349
-253
| -5% | -$27.1K | 0.32% | 76 |
|
|
2018
Q3 | $469K | Sell |
4,602
-247
| -5% | -$25.2K | 0.16% | 148 |
|
|
2018
Q2 | $451K | Buy |
4,849
+915
| +23% | +$85.1K | 0.16% | 145 |
|
|
2018
Q1 | $389K | Sell |
3,934
-2,269
| -37% | -$224K | 0.13% | 165 |
|
|
2017
Q4 | $704K | Buy |
6,203
+4,866
| +364% | +$552K | 0.26% | 103 |
|
|
2017
Q3 | $146K | Buy |
1,337
+1,287
| +2,574% | +$141K | 0.06% | 262 |
|
|
2017
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 651 |
|