J.W. Burns & Co’s Hershey HSY Stock Holding History

J.W. Burns & Co’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$931K	Sell	5,608 -570	-9%	-$94.6K	0.11%	104
2025 Q1	$1.06M	Sell	6,178 -647	-9%	-$111K	0.14%	95
2024 Q4	$1.16M	Sell	6,825 -530	-7%	-$89.8K	0.15%	91
2024 Q3	$1.41M	Buy	7,355 +58	+0.8%	+$11.1K	0.18%	83
2024 Q2	$1.34M	Buy	7,297 +155	+2%	+$28.5K	0.18%	84
2024 Q1	$1.39M	Hold	7,142	–	–	0.19%	82
2023 Q4	$1.33M	Hold	7,142	–	–	0.2%	83
2023 Q3	$1.43M	Sell	7,142 -390	-5%	-$78K	0.23%	77
2023 Q2	$1.88M	Hold	7,532	–	–	0.3%	64
2023 Q1	$1.92M	Hold	7,532	–	–	0.33%	60
2022 Q4	$1.74M	Hold	7,532	–	–	0.32%	63
2022 Q3	$1.66M	Sell	7,532 -50	-0.7%	-$11K	0.33%	62
2022 Q2	$1.63M	Hold	7,582	–	–	0.31%	65
2022 Q1	$1.64M	Sell	7,582 -1,140	-13%	-$247K	0.26%	71
2021 Q4	$1.69M	Sell	8,722 -200	-2%	-$38.7K	0.24%	74
2021 Q3	$1.51M	Hold	8,922	–	–	0.24%	76
2021 Q2	$1.55M	Hold	8,922	–	–	0.24%	77
2021 Q1	$1.41M	Hold	8,922	–	–	0.24%	78
2020 Q4	$1.36M	Hold	8,922	–	–	0.24%	77
2020 Q3	$1.28M	Hold	8,922	–	–	0.26%	76
2020 Q2	$1.16M	Buy	8,922 +275	+3%	+$35.6K	0.26%	77
2020 Q1	$1.15M	Sell	8,647 -250	-3%	-$33.1K	0.31%	73
2019 Q4	$1.31M	Sell	8,897 -52	-0.6%	-$7.65K	0.28%	78
2019 Q3	$1.39M	Sell	8,949 -300	-3%	-$46.5K	0.32%	77
2019 Q2	$1.24M	Hold	9,249	–	–	0.29%	80
2019 Q1	$1.06M	Sell	9,249 -150	-2%	-$17.2K	0.26%	84
2018 Q4	$1.01M	Hold	9,399	–	–	0.28%	83
2018 Q3	$959K	Buy	9,399 +20	+0.2%	+$2.04K	0.23%	95
2018 Q2	$873K	Sell	9,379 -216	-2%	-$20.1K	0.22%	93
2018 Q1	$950K	Sell	9,595 -300	-3%	-$29.7K	0.24%	92
2017 Q4	$1.12M	Hold	9,895	–	–	0.28%	84
2017 Q3	$1.08M	Sell	9,895 -100	-1%	-$10.9K	0.29%	86
2017 Q2	$1.07M	Hold	9,995	–	–	0.29%	83
2017 Q1	$1.09M	Sell	9,995 -255	-2%	-$27.9K	0.3%	81
2016 Q4	$1.06M	Sell	10,250 -95	-0.9%	-$9.82K	0.31%	80
2016 Q3	$989K	Sell	10,345 -13,234	-56%	-$1.27M	0.3%	82
2016 Q2	$2.68M	Sell	23,579 -2,785	-11%	-$316K	0.82%	41
2016 Q1	$2.43M	Sell	26,364 -1,066	-4%	-$98.2K	0.77%	44
2015 Q4	$2.45M	Sell	27,430 -1,012	-4%	-$90.4K	0.78%	43
2015 Q3	$2.61M	Buy	28,442 +1,276	+5%	+$117K	0.89%	36
2015 Q2	$2.41M	Buy	27,166 +1,310	+5%	+$116K	0.79%	46
2015 Q1	$2.61M	Buy	25,856 +365	+1%	+$36.8K	0.86%	42
2014 Q4	$2.65M	Buy	25,491 +3,580	+16%	+$372K	0.87%	43
2014 Q3	$2.09M	Buy	21,911 +5,300	+32%	+$506K	0.71%	48
2014 Q2	$1.62M	Buy	16,611 +75	+0.5%	+$7.3K	0.54%	56
2014 Q1	$1.73M	Sell	16,536 -175	-1%	-$18.3K	0.61%	53
2013 Q4	$1.63M	Buy	16,711 +910	+6%	+$88.5K	0.56%	55
2013 Q3	$1.46M	Hold	15,801	–	–	0.56%	55
2013 Q2	$1.41M	Buy	+15,801	New	+$1.41M	0.58%	51