Ipswich Investment Management’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Hold
3,250
0.13% 118
2025
Q1
$556K Hold
3,250
0.14% 114
2024
Q4
$550K Hold
3,250
0.13% 114
2024
Q3
$623K Hold
3,250
0.14% 111
2024
Q2
$597K Hold
3,250
0.14% 116
2024
Q1
$632K Hold
3,250
0.15% 117
2023
Q4
$606K Hold
3,250
0.15% 113
2023
Q3
$650K Hold
3,250
0.18% 108
2023
Q2
$812K Sell
3,250
-125
-4% -$31.2K 0.21% 98
2023
Q1
$859K Hold
3,375
0.23% 98
2022
Q4
$782K Hold
3,375
0.22% 100
2022
Q3
$744K Hold
3,375
0.24% 95
2022
Q2
$726K Hold
3,375
0.21% 103
2022
Q1
$731K Sell
3,375
-50
-1% -$10.8K 0.18% 105
2021
Q4
$663K Sell
3,425
-540
-14% -$105K 0.15% 115
2021
Q3
$671K Sell
3,965
-460
-10% -$77.8K 0.17% 112
2021
Q2
$771K Hold
4,425
0.2% 108
2021
Q1
$700K Sell
4,425
-400
-8% -$63.3K 0.2% 106
2020
Q4
$735K Hold
4,825
0.22% 101
2020
Q3
$692K Hold
4,825
0.22% 96
2020
Q2
$625K Hold
4,825
0.22% 98
2020
Q1
$639K Sell
4,825
-5,020
-51% -$665K 0.25% 87
2019
Q4
$1.45M Sell
9,845
-200
-2% -$29.4K 0.43% 63
2019
Q3
$1.56M Hold
10,045
0.5% 57
2019
Q2
$1.35M Hold
10,045
0.43% 62
2019
Q1
$1.15M Sell
10,045
-200
-2% -$23K 0.38% 69
2018
Q4
$1.1M Buy
10,245
+125
+1% +$13.4K 0.4% 64
2018
Q3
$1.03M Sell
10,120
-200
-2% -$20.4K 0.35% 70
2018
Q2
$960K Hold
10,320
0.44% 62
2018
Q1
$1.02M Hold
10,320
0.43% 65
2017
Q4
$1.17M Hold
10,320
0.5% 57
2017
Q3
$1.13M Hold
10,320
0.51% 52
2017
Q2
$1.11M Hold
10,320
0.52% 57
2017
Q1
$1.13M Hold
10,320
0.49% 56
2016
Q4
$1.07M Hold
10,320
0.48% 57
2016
Q3
$987K Hold
10,320
0.48% 58
2016
Q2
$1.17M Hold
10,320
0.58% 54
2016
Q1
$954K Hold
10,320
0.45% 59
2015
Q4
$921K Hold
10,320
0.42% 61
2015
Q3
$948K Buy
10,320
+100
+1% +$9.19K 0.45% 56
2015
Q2
$908K Hold
10,220
0.41% 61
2015
Q1
$1.03M Buy
10,220
+200
+2% +$20.2K 0.45% 58
2014
Q4
$1.04M Hold
10,020
0.44% 56
2014
Q3
$956K Sell
10,020
-100
-1% -$9.54K 0.41% 55
2014
Q2
$986K Buy
10,120
+100
+1% +$9.74K 0.38% 61
2014
Q1
$1.05M Sell
10,020
-100
-1% -$10.4K 0.45% 56
2013
Q4
$984K Hold
10,120
0.41% 62
2013
Q3
$936K Hold
10,120
0.42% 62
2013
Q2
$904K Buy
+10,120
New +$904K 0.39% 66