Joel Isaacson & Co’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
2,413
+6
| +0.2% | +$996 | 0.02% | 283 |
|
|
2025
Q1 | $412K | Buy |
2,407
+69
| +3% | +$11.8K | 0.02% | 266 |
|
|
2024
Q4 | $396K | Buy |
2,338
+356
| +18% | +$60.3K | 0.02% | 259 |
|
|
2024
Q3 | $380K | Buy |
1,982
+153
| +8% | +$29.3K | 0.02% | 257 |
|
|
2024
Q2 | $336K | Buy |
1,829
+102
| +6% | +$18.8K | 0.02% | 259 |
|
|
2024
Q1 | $336K | Buy |
1,727
+3
| +0.2% | +$583 | 0.02% | 262 |
|
|
2023
Q4 | $321K | Buy |
1,724
+2
| +0.1% | +$373 | 0.02% | 245 |
|
|
2023
Q3 | $344K | Buy |
1,722
+2
| +0.1% | +$400 | 0.02% | 229 |
|
|
2023
Q2 | $429K | Buy |
1,720
+802
| +87% | +$200K | 0.03% | 207 |
|
|
2023
Q1 | $234K | Buy |
918
+1
| +0.1% | +$254 | 0.02% | 288 |
|
|
2022
Q4 | $212K | Buy |
917
+2
| +0.2% | +$463 | 0.02% | 295 |
|
|
2022
Q3 | $202K | Buy |
+915
| New | +$202K | 0.02% | 281 |
|
|
2022
Q2 | – | Sell |
-912
| Closed | -$205K | – | 308 |
|
|
2022
Q1 | $205K | Buy |
+912
| New | +$205K | 0.02% | 294 |
|
|
2017
Q1 | – | Sell |
-556
| Closed | -$58K | – | 332 |
|
|
2016
Q4 | $58K | Hold |
556
| – | – | 0.01% | 285 |
|
|
2016
Q3 | $53K | Buy |
556
+266
| +92% | +$25.4K | 0.01% | 312 |
|
|
2016
Q2 | $33K | Sell |
290
-800
| -73% | -$91K | 0.01% | 390 |
|
|
2016
Q1 | $100K | Buy |
1,090
+800
| +276% | +$73.4K | 0.02% | 242 |
|
|
2015
Q4 | $26K | Hold |
290
| – | – | 0.01% | 428 |
|
|
2015
Q3 | $27K | Hold |
290
| – | – | 0.01% | 432 |
|
|
2015
Q2 | $26K | Hold |
290
| – | – | 0.01% | 462 |
|
|
2015
Q1 | $29K | Hold |
290
| – | – | 0.01% | 428 |
|
|
2014
Q4 | $30K | Hold |
290
| – | – | 0.01% | 379 |
|
|
2014
Q3 | $28K | Hold |
290
| – | – | 0.01% | 375 |
|
|
2014
Q2 | $28K | Hold |
290
| – | – | 0.01% | 365 |
|
|
2014
Q1 | $30K | Hold |
290
| – | – | 0.01% | 358 |
|
|
2013
Q4 | $28K | Hold |
290
| – | – | 0.01% | 338 |
|
|
2013
Q3 | $27K | Hold |
290
| – | – | 0.01% | 326 |
|
|
2013
Q2 | $26K | Buy |
+290
| New | +$26K | 0.01% | 292 |
|