Klingman & Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
3,665
+78
| +2% | +$12.9K | 0.03% | 151 |
|
|
2025
Q1 | $613K | Buy |
3,587
+134
| +4% | +$22.9K | 0.04% | 136 |
|
|
2024
Q4 | $585K | Sell |
3,453
-48
| -1% | -$8.13K | 0.04% | 137 |
|
|
2024
Q3 | $671K | Buy |
3,501
+1
| +0% | +$192 | 0.04% | 134 |
|
|
2024
Q2 | $643K | Buy |
3,500
+9
| +0.3% | +$1.65K | 0.04% | 119 |
|
|
2024
Q1 | $679K | Sell |
3,491
-2
| -0.1% | -$389 | 0.05% | 118 |
|
|
2023
Q4 | $651K | Buy |
3,493
+19
| +0.5% | +$3.54K | 0.05% | 117 |
|
|
2023
Q3 | $695K | Sell |
3,474
-12
| -0.3% | -$2.4K | 0.06% | 113 |
|
|
2023
Q2 | $870K | Buy |
3,486
+7
| +0.2% | +$1.75K | 0.07% | 94 |
|
|
2023
Q1 | $885K | Buy |
3,479
+1,205
| +53% | +$307K | 0.08% | 86 |
|
|
2022
Q4 | $527K | Sell |
2,274
-17
| -0.7% | -$3.94K | 0.05% | 115 |
|
|
2022
Q3 | $505K | Buy |
2,291
+8
| +0.4% | +$1.76K | 0.05% | 106 |
|
|
2022
Q2 | $491K | Buy |
2,283
+13
| +0.6% | +$2.8K | 0.05% | 109 |
|
|
2022
Q1 | $492K | Hold |
2,270
| – | – | 0.04% | 120 |
|
|
2021
Q4 | $439K | Buy |
2,270
+4
| +0.2% | +$774 | 0.04% | 117 |
|
|
2021
Q3 | $384K | Hold |
2,266
| – | – | 0.04% | 116 |
|
|
2021
Q2 | $395K | Sell |
2,266
-400
| -15% | -$69.7K | 0.04% | 111 |
|
|
2021
Q1 | $422K | Hold |
2,666
| – | – | 0.04% | 105 |
|
|
2020
Q4 | $406K | Hold |
2,666
| – | – | 0.05% | 100 |
|
|
2020
Q3 | $382K | Buy |
2,666
+43
| +2% | +$6.16K | 0.05% | 98 |
|
|
2020
Q2 | $340K | Sell |
2,623
-200
| -7% | -$25.9K | 0.05% | 92 |
|
|
2020
Q1 | $374K | Sell |
2,823
-400
| -12% | -$53K | 0.08% | 85 |
|
|
2019
Q4 | $474K | Buy |
3,223
+23
| +0.7% | +$3.38K | 0.08% | 75 |
|
|
2019
Q3 | $496K | Hold |
3,200
| – | – | 0.09% | 71 |
|
|
2019
Q2 | $429K | Hold |
3,200
| – | – | 0.08% | 75 |
|
|
2019
Q1 | $367K | Hold |
3,200
| – | – | 0.07% | 86 |
|
|
2018
Q4 | $343K | Hold |
3,200
| – | – | 0.08% | 77 |
|
|
2018
Q3 | $326K | Sell |
3,200
-258
| -7% | -$26.3K | 0.07% | 85 |
|
|
2018
Q2 | $322K | Buy |
3,458
+233
| +7% | +$21.7K | 0.07% | 83 |
|
|
2018
Q1 | $319K | Buy |
3,225
+25
| +0.8% | +$2.47K | 0.07% | 82 |
|
|
2017
Q4 | $363K | Hold |
3,200
| – | – | 0.08% | 88 |
|
|
2017
Q3 | $349K | Hold |
3,200
| – | – | 0.09% | 70 |
|
|
2017
Q2 | $344K | Hold |
3,200
| – | – | 0.09% | 69 |
|
|
2017
Q1 | $350K | Hold |
3,200
| – | – | 0.1% | 71 |
|
|
2016
Q4 | $331K | Hold |
3,200
| – | – | 0.1% | 70 |
|
|
2016
Q3 | $306K | Buy |
3,200
+1,200
| +60% | +$115K | 0.09% | 75 |
|
|
2016
Q2 | $227K | Hold |
2,000
| – | – | 0.07% | 90 |
|
|
2016
Q1 | $184K | Hold |
2,000
| – | – | 0.07% | 100 |
|
|
2015
Q4 | $179K | Hold |
2,000
| – | – | 0.07% | 119 |
|
|
2015
Q3 | $183K | Sell |
2,000
-118
| -6% | -$10.8K | 0.07% | 118 |
|
|
2015
Q2 | $188K | Buy |
2,118
+118
| +6% | +$10.5K | 0.07% | 88 |
|
|
2015
Q1 | $202K | Hold |
2,000
| – | – | 0.08% | 83 |
|
|
2014
Q4 | $207K | Buy |
+2,000
| New | +$207K | 0.09% | 83 |
|