Jacobi Capital 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 | $1.37M | Buy |
8,272
+220
| +3% | +$36.5K | 0.09% | 223 |
|
|
2025
Q1 | $1.38M | Buy |
8,052
+1,948
| +32% | +$333K | 0.1% | 206 |
|
|
2024
Q4 | $1.03M | Buy |
6,104
+1,311
| +27% | +$222K | 0.08% | 244 |
|
|
2024
Q3 | $919K | Buy |
4,793
+208
| +5% | +$39.9K | 0.07% | 263 |
|
|
2024
Q2 | $843K | Buy |
4,585
+539
| +13% | +$99.1K | 0.07% | 241 |
|
|
2024
Q1 | $787K | Buy |
4,046
+417
| +11% | +$81.1K | 0.07% | 239 |
|
|
2023
Q4 | $676K | Sell |
3,629
-191
| -5% | -$35.6K | 0.07% | 247 |
|
|
2023
Q3 | $764K | Buy |
3,820
+374
| +11% | +$74.8K | 0.09% | 210 |
|
|
2023
Q2 | $860K | Sell |
3,446
-84
| -2% | -$21K | 0.1% | 196 |
|
|
2023
Q1 | $898K | Sell |
3,530
-104
| -3% | -$26.5K | 0.11% | 186 |
|
|
2022
Q4 | $842K | Buy |
3,634
+1
| +0% | +$232 | 0.11% | 193 |
|
|
2022
Q3 | $801K | Sell |
3,633
-21
| -0.6% | -$4.63K | 0.11% | 187 |
|
|
2022
Q2 | $787K | Sell |
3,654
-24
| -0.7% | -$5.17K | 0.1% | 187 |
|
|
2022
Q1 | $797K | Sell |
3,678
-38
| -1% | -$8.23K | 0.1% | 200 |
|
|
2021
Q4 | $719K | Buy |
3,716
+11
| +0.3% | +$2.13K | 0.09% | 209 |
|
|
2021
Q3 | $627K | Buy |
3,705
+330
| +10% | +$55.8K | 0.08% | 212 |
|
|
2021
Q2 | $588K | Sell |
3,375
-36
| -1% | -$6.27K | 0.08% | 211 |
|
|
2021
Q1 | $539K | Sell |
3,411
-302
| -8% | -$47.7K | 0.08% | 210 |
|
|
2020
Q4 | $559K | Buy |
3,713
+36
| +1% | +$5.42K | 0.09% | 183 |
|
|
2020
Q3 | $534K | Buy |
3,677
+182
| +5% | +$26.4K | 0.09% | 171 |
|
|
2020
Q2 | $473K | Buy |
3,495
+344
| +11% | +$46.6K | 0.09% | 177 |
|
|
2020
Q1 | $440K | Sell |
3,151
-519
| -14% | -$72.5K | 0.09% | 172 |
|
|
2019
Q4 | $559K | Sell |
3,670
-23
| -0.6% | -$3.5K | 0.1% | 172 |
|
|
2019
Q3 | $550K | Sell |
3,693
-93
| -2% | -$13.9K | 0.11% | 161 |
|
|
2019
Q2 | $520K | Buy |
3,786
+2,724
| +256% | +$374K | 0.11% | 170 |
|
|
2019
Q1 | $122K | Buy |
1,062
+7
| +0.7% | +$804 | 0.03% | 290 |
|
|
2018
Q4 | $113K | Sell |
1,055
-169
| -14% | -$18.1K | 0.03% | 280 |
|
|
2018
Q3 | $125K | Buy |
1,224
+314
| +35% | +$32.1K | 0.03% | 287 |
|
|
2018
Q2 | $85K | Buy |
910
+71
| +8% | +$6.63K | 0.02% | 343 |
|
|
2018
Q1 | $81K | Buy |
839
+340
| +68% | +$32.8K | 0.02% | 323 |
|
|
2017
Q4 | $57K | Buy |
499
+469
| +1,563% | +$53.6K | 0.02% | 348 |
|
|
2017
Q3 | $3K | Sell |
30
-18
| -38% | -$1.8K | ﹤0.01% | 800 |
|
|
2017
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 670 |
|
|
2017
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 546 |
|
|
2016
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 499 |
|
|
2016
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 552 |
|
|
2016
Q2 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 540 |
|