Kovitz Investment Group Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Buy |
50,666
+4,108
| +9% | +$682K | 0.04% | 345 |
|
|
2025
Q1 | $7.96M | Buy |
46,558
+7,291
| +19% | +$1.25M | 0.04% | 312 |
|
|
2024
Q4 | $6.65M | Buy |
39,267
+33,455
| +576% | +$5.67M | 0.03% | 343 |
|
|
2024
Q3 | $762K | Sell |
5,812
-5,408
| -48% | -$709K | 0.01% | 686 |
|
|
2024
Q2 | $2.06M | Buy |
+11,220
| New | +$2.06M | 0.02% | 429 |
|