Leavell Investment Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
9,112
-680
| -7% | -$113K | 0.07% | 250 |
|
|
2025
Q1 | $1.67M | Buy |
9,792
+48
| +0.5% | +$8.21K | 0.08% | 221 |
|
|
2024
Q4 | $1.65M | Hold |
9,744
| – | – | 0.08% | 223 |
|
|
2024
Q3 | $1.87M | Sell |
9,744
-100
| -1% | -$19.2K | 0.09% | 204 |
|
|
2024
Q2 | $1.81M | Buy |
9,844
+27
| +0.3% | +$4.96K | 0.1% | 191 |
|
|
2024
Q1 | $1.91M | Sell |
9,817
-20
| -0.2% | -$3.89K | 0.11% | 177 |
|
|
2023
Q4 | $1.83M | Hold |
9,837
| – | – | 0.12% | 178 |
|
|
2023
Q3 | $1.97M | Sell |
9,837
-200
| -2% | -$40K | 0.14% | 162 |
|
|
2023
Q2 | $2.51M | Hold |
10,037
| – | – | 0.17% | 136 |
|
|
2023
Q1 | $2.55M | Hold |
10,037
| – | – | 0.18% | 135 |
|
|
2022
Q4 | $2.32M | Hold |
10,037
| – | – | 0.17% | 135 |
|
|
2022
Q3 | $2.21M | Hold |
10,037
| – | – | 0.18% | 134 |
|
|
2022
Q2 | $2.16M | Buy |
10,037
+43
| +0.4% | +$9.25K | 0.17% | 135 |
|
|
2022
Q1 | $2.17M | Hold |
9,994
| – | – | 0.15% | 145 |
|
|
2021
Q4 | $1.93M | Hold |
9,994
| – | – | 0.13% | 154 |
|
|
2021
Q3 | $1.69M | Sell |
9,994
-55
| -0.5% | -$9.31K | 0.13% | 162 |
|
|
2021
Q2 | $1.59M | Hold |
10,049
| – | – | 0.13% | 159 |
|
|
2021
Q1 | $1.59M | Hold |
10,049
| – | – | 0.13% | 159 |
|
|
2020
Q4 | $1.53M | Buy |
10,049
+5
| +0% | +$762 | 0.13% | 156 |
|
|
2020
Q3 | $1.44M | Buy |
10,044
+542
| +6% | +$77.7K | 0.13% | 153 |
|
|
2020
Q2 | $1.23M | Hold |
9,502
| – | – | 0.12% | 156 |
|
|
2020
Q1 | $1.26M | Hold |
9,502
| – | – | 0.15% | 138 |
|
|
2019
Q4 | $1.4M | Sell |
9,502
-200
| -2% | -$29.4K | 0.13% | 151 |
|
|
2019
Q3 | $1.5M | Buy |
9,702
+836
| +9% | +$130K | 0.15% | 144 |
|
|
2019
Q2 | $1.19M | Hold |
8,866
| – | – | 0.13% | 163 |
|
|
2019
Q1 | $1.02M | Hold |
8,866
| – | – | 0.11% | 177 |
|
|
2018
Q4 | $950K | Hold |
8,866
| – | – | 0.12% | 170 |
|
|
2018
Q3 | $904K | Hold |
8,866
| – | – | 0.1% | 193 |
|
|
2018
Q2 | $825K | Buy |
8,866
+300
| +4% | +$27.9K | 0.09% | 197 |
|
|
2018
Q1 | $848K | Sell |
8,566
-390
| -4% | -$38.6K | 0.1% | 194 |
|
|
2017
Q4 | $1.02M | Buy |
8,956
+200
| +2% | +$22.7K | 0.12% | 173 |
|
|
2017
Q3 | $956K | Hold |
8,756
| – | – | 0.12% | 172 |
|
|
2017
Q2 | $940K | Hold |
8,756
| – | – | 0.12% | 171 |
|
|
2017
Q1 | $957K | Hold |
8,756
| – | – | 0.12% | 164 |
|
|
2016
Q4 | $906K | Hold |
8,756
| – | – | 0.12% | 162 |
|
|
2016
Q3 | $837K | Sell |
8,756
-1,973
| -18% | -$189K | 0.12% | 175 |
|
|
2016
Q2 | $1.22M | Sell |
10,729
-238
| -2% | -$27K | 0.18% | 139 |
|
|
2016
Q1 | $1.01M | Buy |
10,967
+37
| +0.3% | +$3.41K | 0.15% | 152 |
|
|
2015
Q4 | $976K | Buy |
10,930
+290
| +3% | +$25.9K | 0.14% | 156 |
|
|
2015
Q3 | $978K | Buy |
10,640
+1,900
| +22% | +$175K | 0.15% | 150 |
|
|
2015
Q2 | $776K | Buy |
8,740
+900
| +11% | +$79.9K | 0.12% | 189 |
|
|
2015
Q1 | $791K | Hold |
7,840
| – | – | 0.12% | 189 |
|
|
2014
Q4 | $815K | Sell |
7,840
-3,183
| -29% | -$331K | 0.13% | 184 |
|
|
2014
Q3 | $1.05M | Hold |
11,023
| – | – | 0.17% | 160 |
|
|
2014
Q2 | $1.07M | Hold |
11,023
| – | – | 0.17% | 161 |
|
|
2014
Q1 | $1.15M | Hold |
11,023
| – | – | 0.19% | 147 |
|
|
2013
Q4 | $1.07M | Hold |
11,023
| – | – | 0.18% | 153 |
|
|
2013
Q3 | $1.02M | Hold |
11,023
| – | – | 0.18% | 145 |
|
|
2013
Q2 | $984K | Buy |
+11,023
| New | +$984K | 0.18% | 146 |
|