Ironwood Investment Counsel’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.61M | Buy |
21,760
+722
| +3% | +$120K | 0.56% | 48 |
|
2025
Q1 | $3.6M | Buy |
21,038
+1,034
| +5% | +$177K | 0.62% | 48 |
|
2024
Q4 | $3.39M | Sell |
20,004
-461
| -2% | -$78.1K | 0.58% | 52 |
|
2024
Q3 | $3.92M | Buy |
20,465
+655
| +3% | +$126K | 0.65% | 47 |
|
2024
Q2 | $3.64M | Buy |
19,810
+1,089
| +6% | +$200K | 0.65% | 47 |
|
2024
Q1 | $3.64M | Buy |
18,721
+6,215
| +50% | +$1.21M | 0.64% | 46 |
|
2023
Q4 | $2.33M | Buy |
+12,506
| New | +$2.33M | 0.44% | 62 |
|
2023
Q3 | – | Sell |
-1,571
| Closed | -$392K | – | 253 |
|
2023
Q2 | $392K | Sell |
1,571
-221
| -12% | -$55.2K | 0.09% | 142 |
|
2023
Q1 | $456K | Buy |
1,792
+4
| +0.2% | +$1.02K | 0.11% | 136 |
|
2022
Q4 | $414K | Sell |
1,788
-97
| -5% | -$22.5K | 0.1% | 141 |
|
2022
Q3 | $415K | Sell |
1,885
-204
| -10% | -$44.9K | 0.12% | 125 |
|
2022
Q2 | $449K | Buy |
2,089
+5
| +0.2% | +$1.08K | 0.13% | 123 |
|
2022
Q1 | $451K | Buy |
+2,084
| New | +$451K | 0.11% | 135 |
|
2017
Q3 | – | Sell |
-3,107
| Closed | -$334K | – | 157 |
|
2017
Q2 | $334K | Buy |
3,107
+1
| +0% | +$107 | 0.13% | 121 |
|
2017
Q1 | $339K | Hold |
3,106
| – | – | 0.14% | 119 |
|
2016
Q4 | $321K | Hold |
3,106
| – | – | 0.14% | 119 |
|
2016
Q3 | $297K | Buy |
3,106
+4
| +0.1% | +$382 | 0.14% | 123 |
|
2016
Q2 | $352K | Sell |
3,102
-2
| -0.1% | -$227 | 0.21% | 92 |
|
2016
Q1 | $285K | Hold |
3,104
| – | – | 0.15% | 118 |
|
2015
Q4 | $277K | Buy |
3,104
+2
| +0.1% | +$178 | 0.16% | 108 |
|
2015
Q3 | $285K | Hold |
3,102
| – | – | 0.15% | 104 |
|
2015
Q2 | $313K | Buy |
3,102
+1
| +0% | +$101 | 0.16% | 110 |
|
2015
Q1 | $313K | Hold |
3,101
| – | – | 0.16% | 112 |
|
2014
Q4 | $322K | Hold |
3,101
| – | – | 0.16% | 107 |
|
2014
Q3 | $296K | Buy |
3,101
+1
| +0% | +$95 | 0.16% | 110 |
|
2014
Q2 | $302K | Hold |
3,100
| – | – | 0.16% | 113 |
|
2014
Q1 | $324K | Hold |
3,100
| – | – | 0.18% | 103 |
|
2013
Q4 | $301K | Hold |
3,100
| – | – | 0.17% | 106 |
|
2013
Q3 | $287K | Hold |
3,100
| – | – | 0.19% | 92 |
|
2013
Q2 | $277K | Buy |
+3,100
| New | +$277K | 0.18% | 92 |
|