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 |
|