Jones Financial Companies’s Hershey HSY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.23M | Buy |
19,361
+3,028
| +19% | +$506K | ﹤0.01% | 617 |
|
2025
Q1 | $2.78M | Buy |
16,333
+3,930
| +32% | +$668K | ﹤0.01% | 568 |
|
2024
Q4 | $2.1M | Buy |
12,403
+2,118
| +21% | +$359K | ﹤0.01% | 545 |
|
2024
Q3 | $1.99M | Buy |
10,285
+6,252
| +155% | +$1.21M | ﹤0.01% | 459 |
|
2024
Q2 | $741K | Buy |
4,033
+989
| +32% | +$182K | ﹤0.01% | 474 |
|
2024
Q1 | $592K | Buy |
3,044
+1,849
| +155% | +$360K | ﹤0.01% | 314 |
|
2023
Q4 | $223K | Sell |
1,195
-98
| -8% | -$18.3K | ﹤0.01% | 313 |
|
2023
Q3 | $259K | Buy |
1,293
+2
| +0.2% | +$400 | ﹤0.01% | 246 |
|
2023
Q2 | $322K | Buy |
1,291
+742
| +135% | +$185K | ﹤0.01% | 238 |
|
2023
Q1 | $140K | Sell |
549
-29
| -5% | -$7.38K | ﹤0.01% | 286 |
|
2022
Q4 | $134K | Sell |
578
-537
| -48% | -$124K | ﹤0.01% | 284 |
|
2022
Q3 | $246K | Buy |
1,115
+702
| +170% | +$155K | ﹤0.01% | 229 |
|
2022
Q2 | $89K | Hold |
413
| – | – | ﹤0.01% | 301 |
|
2022
Q1 | $89K | Sell |
413
-3,653
| -90% | -$787K | ﹤0.01% | 311 |
|
2021
Q4 | $787K | Buy |
4,066
+3,600
| +773% | +$697K | ﹤0.01% | 168 |
|
2021
Q3 | $79K | Hold |
466
| – | – | ﹤0.01% | 284 |
|
2021
Q2 | $81K | Hold |
466
| – | – | ﹤0.01% | 277 |
|
2021
Q1 | $74K | Buy |
466
+175
| +60% | +$27.8K | ﹤0.01% | 306 |
|
2020
Q4 | $44K | Buy |
+291
| New | +$44K | ﹤0.01% | 298 |
|
2017
Q1 | – | Sell |
-2,277
| Closed | -$236K | – | 224 |
|
2016
Q4 | $236K | Sell |
2,277
-1,637
| -42% | -$170K | ﹤0.01% | 216 |
|
2016
Q3 | $374K | Sell |
3,914
-67
| -2% | -$6.4K | ﹤0.01% | 184 |
|
2016
Q2 | $451K | Buy |
+3,981
| New | +$451K | ﹤0.01% | 178 |
|
2013
Q3 | – | Sell |
-1,224
| Closed | -$109K | – | 768 |
|
2013
Q2 | $109K | Buy |
+1,224
| New | +$109K | ﹤0.01% | 252 |
|