Lindbrook Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $118K | Buy |
690
+402
| +140% | +$68.8K | 0.01% | 611 |
|
|
2024
Q4 | $48.8K | Sell |
288
-224
| -44% | -$37.9K | ﹤0.01% | 819 |
|
|
2024
Q3 | $98.2K | Buy |
512
+85
| +20% | +$16.3K | 0.01% | 568 |
|
|
2024
Q2 | $78.5K | Sell |
427
-99
| -19% | -$18.2K | 0.01% | 619 |
|
|
2024
Q1 | $102K | Buy |
526
+118
| +29% | +$23K | 0.01% | 533 |
|
|
2023
Q4 | $76.1K | Sell |
408
-1,460
| -78% | -$272K | 0.01% | 602 |
|
|
2023
Q3 | $374K | Sell |
1,868
-116
| -6% | -$23.2K | 0.04% | 218 |
|
|
2023
Q2 | $495K | Buy |
1,984
+14
| +0.7% | +$3.5K | 0.05% | 181 |
|
|
2023
Q1 | $501K | Buy |
1,970
+29
| +1% | +$7.38K | 0.06% | 171 |
|
|
2022
Q4 | $449K | Buy |
1,941
+22
| +1% | +$5.1K | 0.06% | 195 |
|
|
2022
Q3 | $423K | Buy |
1,919
+66
| +4% | +$14.5K | 0.07% | 167 |
|
|
2022
Q2 | $399K | Buy |
1,853
+93
| +5% | +$20K | 0.07% | 177 |
|
|
2022
Q1 | $381K | Buy |
1,760
+43
| +3% | +$9.31K | 0.06% | 192 |
|
|
2021
Q4 | $332K | Buy |
1,717
+1,517
| +759% | +$293K | 0.05% | 209 |
|
|
2021
Q3 | $34K | Hold |
200
| – | – | 0.01% | 556 |
|
|
2021
Q2 | $35K | Buy |
200
+3
| +2% | +$525 | 0.01% | 586 |
|
|
2021
Q1 | $31K | Buy |
197
+6
| +3% | +$944 | 0.01% | 591 |
|
|
2020
Q4 | $29K | Buy |
191
+3
| +2% | +$455 | 0.01% | 565 |
|
|
2020
Q3 | $27K | Buy |
188
+28
| +18% | +$4.02K | 0.01% | 523 |
|
|
2020
Q2 | $21K | Hold |
160
| – | – | 0.01% | 593 |
|
|
2020
Q1 | $21K | Hold |
160
| – | – | 0.01% | 525 |
|
|
2019
Q4 | $24K | Sell |
160
-33
| -17% | -$4.95K | 0.01% | 670 |
|
|
2019
Q3 | $30K | Buy |
193
+33
| +21% | +$5.13K | 0.01% | 570 |
|
|
2019
Q2 | $21K | Hold |
160
| – | – | 0.01% | 680 |
|
|
2019
Q1 | $18K | Hold |
160
| – | – | 0.01% | 729 |
|
|
2018
Q4 | $17K | Buy |
+160
| New | +$17K | 0.01% | 666 |
|