Lindsell Train’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Hold |
5,100
| – | – | 0.02% | 28 |
|
|
2025
Q1 | $872K | Hold |
5,100
| – | – | 0.02% | 27 |
|
|
2024
Q4 | $864K | Hold |
5,100
| – | – | 0.02% | 27 |
|
|
2024
Q3 | $978K | Hold |
5,100
| – | – | 0.02% | 27 |
|
|
2024
Q2 | $948K | Hold |
5,100
| – | – | 0.02% | 26 |
|
|
2024
Q1 | $988K | Hold |
5,100
| – | – | 0.02% | 26 |
|
|
2023
Q4 | $951K | Hold |
5,100
| – | – | 0.02% | 26 |
|
|
2023
Q3 | $1.02M | Hold |
5,100
| – | – | 0.02% | 26 |
|
|
2023
Q2 | $1.27M | Hold |
5,100
| – | – | 0.02% | 26 |
|
|
2023
Q1 | $1.3M | Hold |
5,100
| – | – | 0.02% | 24 |
|
|
2022
Q4 | $1.18M | Hold |
5,100
| – | – | 0.02% | 24 |
|
|
2022
Q3 | $1.13M | Hold |
5,100
| – | – | 0.02% | 24 |
|
|
2022
Q2 | $1.1M | Hold |
5,100
| – | – | 0.02% | 26 |
|
|
2022
Q1 | $1.11M | Hold |
5,100
| – | – | 0.02% | 28 |
|
|
2021
Q4 | $987K | Hold |
5,100
| – | – | 0.01% | 27 |
|
|
2021
Q3 | $863K | Hold |
5,100
| – | – | 0.01% | 26 |
|
|
2021
Q2 | $888K | Hold |
5,100
| – | – | 0.01% | 26 |
|
|
2021
Q1 | $807K | Hold |
5,100
| – | – | 0.01% | 26 |
|
|
2020
Q4 | $777K | Hold |
5,100
| – | – | 0.01% | 26 |
|
|
2020
Q3 | $731K | Hold |
5,100
| – | – | 0.01% | 26 |
|
|
2020
Q2 | $661K | Buy |
+5,100
| New | +$661K | 0.01% | 26 |
|
|
2015
Q2 | – | Sell |
-59,750
| Closed | -$6.2M | – | 11 |
|
|
2015
Q1 | $6.2M | Hold |
59,750
| – | – | 0.51% | 10 |
|
|
2014
Q4 | $6.21M | Hold |
59,750
| – | – | 0.58% | 9 |
|
|
2014
Q3 | $5.7M | Hold |
59,750
| – | – | 0.65% | 9 |
|
|
2014
Q2 | $5.82M | Hold |
59,750
| – | – | 0.69% | 9 |
|
|
2014
Q1 | $6.24M | Buy |
59,750
+3,000
| +5% | +$313K | 0.83% | 9 |
|
|
2013
Q4 | $5.52M | Buy |
56,750
+2,000
| +4% | +$194K | 0.89% | 9 |
|
|
2013
Q3 | $5.06M | Buy |
54,750
+3,500
| +7% | +$324K | 1.01% | 9 |
|
|
2013
Q2 | $4.58M | Buy |
+51,250
| New | +$4.58M | 1.04% | 9 |
|