Jones Financial Companies
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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