ISB
Iowa State Bank’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
1,571
-45
| -3% | -$7.47K | 0.05% | 115 |
|
|
2025
Q1 | $276K | Sell |
1,616
-151
| -9% | -$25.8K | 0.06% | 111 |
|
|
2024
Q4 | $299K | Sell |
1,767
-97
| -5% | -$16.4K | 0.06% | 96 |
|
|
2024
Q3 | $357K | Hold |
1,864
| – | – | 0.07% | 97 |
|
|
2024
Q2 | $343K | Sell |
1,864
-97
| -5% | -$17.8K | 0.08% | 95 |
|
|
2024
Q1 | $381K | Sell |
1,961
-92
| -4% | -$17.9K | 0.08% | 93 |
|
|
2023
Q4 | $383K | Sell |
2,053
-92
| -4% | -$17.2K | 0.09% | 92 |
|
|
2023
Q3 | $429K | Sell |
2,145
-92
| -4% | -$18.4K | 0.11% | 91 |
|
|
2023
Q2 | $559K | Hold |
2,237
| – | – | 0.14% | 86 |
|
|
2023
Q1 | $569K | Sell |
2,237
-92
| -4% | -$23.4K | 0.14% | 84 |
|
|
2022
Q4 | $539K | Hold |
2,329
| – | – | 0.14% | 86 |
|
|
2022
Q3 | $513K | Sell |
2,329
-97
| -4% | -$21.4K | 0.15% | 78 |
|
|
2022
Q2 | $522K | Sell |
2,426
-92
| -4% | -$19.8K | 0.14% | 85 |
|
|
2022
Q1 | $545K | Hold |
2,518
| – | – | 0.13% | 88 |
|
|
2021
Q4 | $487K | Hold |
2,518
| – | – | 0.11% | 95 |
|
|
2021
Q3 | $426K | Sell |
2,518
-100
| -4% | -$16.9K | 0.12% | 98 |
|
|
2021
Q2 | $456K | Sell |
2,618
-135
| -5% | -$23.5K | 0.13% | 98 |
|
|
2021
Q1 | $435K | Sell |
2,753
-50
| -2% | -$7.9K | 0.13% | 96 |
|
|
2020
Q4 | $427K | Hold |
2,803
| – | – | 0.14% | 89 |
|
|
2020
Q3 | $402K | Sell |
2,803
-55
| -2% | -$7.89K | 0.16% | 86 |
|
|
2020
Q2 | $370K | Sell |
2,858
-55
| -2% | -$7.12K | 0.16% | 84 |
|
|
2020
Q1 | $386K | Sell |
2,913
-145
| -5% | -$19.2K | 0.18% | 89 |
|
|
2019
Q4 | $449K | Sell |
3,058
-55
| -2% | -$8.08K | 0.16% | 97 |
|
|
2019
Q3 | $482K | Sell |
3,113
-50
| -2% | -$7.74K | 0.18% | 90 |
|
|
2019
Q2 | $424K | Sell |
3,163
-55
| -2% | -$7.37K | 0.19% | 81 |
|
|
2019
Q1 | $370K | Sell |
3,218
-55
| -2% | -$6.32K | 0.17% | 81 |
|
|
2018
Q4 | $351K | Buy |
3,273
+90
| +3% | +$9.65K | 0.18% | 79 |
|
|
2018
Q3 | $325K | Hold |
3,183
| – | – | 0.14% | 87 |
|
|
2018
Q2 | $296K | Hold |
3,183
| – | – | 0.14% | 86 |
|
|
2018
Q1 | $315K | Sell |
3,183
-45
| -1% | -$4.45K | 0.15% | 85 |
|
|
2017
Q4 | $366K | Sell |
3,228
-170
| -5% | -$19.3K | 0.16% | 79 |
|
|
2017
Q3 | $371K | Hold |
3,398
| – | – | 0.17% | 76 |
|
|
2017
Q2 | $365K | Hold |
3,398
| – | – | 0.17% | 75 |
|
|
2017
Q1 | $371K | Hold |
3,398
| – | – | 0.18% | 68 |
|
|
2016
Q4 | $351K | Sell |
3,398
-132
| -4% | -$13.6K | 0.18% | 70 |
|
|
2016
Q3 | $337K | Sell |
3,530
-100
| -3% | -$9.55K | 0.18% | 70 |
|
|
2016
Q2 | $412K | Hold |
3,630
| – | – | 0.22% | 64 |
|
|
2016
Q1 | $334K | Hold |
3,630
| – | – | 0.19% | 69 |
|
|
2015
Q4 | $324K | Buy |
3,630
+100
| +3% | +$8.93K | 0.19% | 67 |
|
|
2015
Q3 | $324K | Hold |
3,530
| – | – | 0.22% | 65 |
|
|
2015
Q2 | $314K | Hold |
3,530
| – | – | 0.2% | 64 |
|
|
2015
Q1 | $356K | Hold |
3,530
| – | – | 0.23% | 60 |
|
|
2014
Q4 | $367K | Hold |
3,530
| – | – | 0.23% | 57 |
|
|
2014
Q3 | $337K | Hold |
3,530
| – | – | 0.23% | 57 |
|
|
2014
Q2 | $344K | Hold |
3,530
| – | – | 0.23% | 57 |
|
|
2014
Q1 | $369K | Hold |
3,530
| – | – | 0.26% | 58 |
|
|
2013
Q4 | $343K | Hold |
3,530
| – | – | 0.25% | 60 |
|
|
2013
Q3 | $327K | Hold |
3,530
| – | – | 0.26% | 60 |
|
|
2013
Q2 | $315K | Buy |
+3,530
| New | +$315K | 0.26% | 61 |
|