Lipe & Dalton’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
31,989
-231
| -0.7% | -$38.3K | 2.87% | 8 |
|
|
2025
Q1 | $5.51M | Buy |
32,220
+25,653
| +391% | +$4.39M | 3.08% | 6 |
|
|
2024
Q4 | $1.11M | Buy |
6,567
+2
| +0% | +$339 | 0.59% | 48 |
|
|
2024
Q3 | $1.26M | Buy |
6,565
+973
| +17% | +$187K | 0.64% | 49 |
|
|
2024
Q2 | $1.03M | Buy |
5,592
+2
| +0% | +$368 | 0.55% | 52 |
|
|
2024
Q1 | $1.09M | Buy |
5,590
+2
| +0% | +$389 | 0.56% | 50 |
|
|
2023
Q4 | $1.04M | Buy |
5,588
+2
| +0% | +$373 | 0.57% | 48 |
|
|
2023
Q3 | $1.12M | Hold |
5,586
| – | – | 0.67% | 45 |
|
|
2023
Q2 | $1.4M | Sell |
5,586
-99
| -2% | -$24.7K | 0.79% | 39 |
|
|
2023
Q1 | $1.45M | Sell |
5,685
-240
| -4% | -$61K | 0.83% | 39 |
|
|
2022
Q4 | $1.37M | Sell |
5,925
-35
| -0.6% | -$8.11K | 0.79% | 39 |
|
|
2022
Q3 | $1.31M | Buy |
5,960
+1
| +0% | +$220 | 0.82% | 40 |
|
|
2022
Q2 | $1.28M | Buy |
5,959
+1
| +0% | +$215 | 0.75% | 40 |
|
|
2022
Q1 | $1.29M | Sell |
5,958
-25
| -0.4% | -$5.42K | 0.63% | 43 |
|
|
2021
Q4 | $1.16M | Sell |
5,983
-100
| -2% | -$19.4K | 0.55% | 48 |
|
|
2021
Q3 | $1.03M | Buy |
6,083
+1
| +0% | +$169 | 0.53% | 51 |
|
|
2021
Q2 | $1.06M | Sell |
6,082
-120
| -2% | -$20.9K | 0.55% | 47 |
|
|
2021
Q1 | $981K | Sell |
6,202
-349
| -5% | -$55.2K | 0.54% | 47 |
|
|
2020
Q4 | $998K | Buy |
6,551
+1
| +0% | +$152 | 0.61% | 47 |
|
|
2020
Q3 | $939K | Sell |
6,550
-80
| -1% | -$11.5K | 0.65% | 45 |
|
|
2020
Q2 | $859K | Sell |
6,630
-99
| -1% | -$12.8K | 0.62% | 47 |
|
|
2020
Q1 | $892K | Sell |
6,729
-13,415
| -67% | -$1.78M | 0.75% | 40 |
|
|
2019
Q4 | $2.96M | Sell |
20,144
-249
| -1% | -$36.6K | 1.96% | 21 |
|
|
2019
Q3 | $3.16M | Sell |
20,393
-20,675
| -50% | -$3.2M | 2.31% | 16 |
|
|
2019
Q2 | $5.5M | Sell |
41,068
-6,069
| -13% | -$813K | 3.93% | 3 |
|
|
2019
Q1 | $5.41M | Sell |
47,137
-399
| -0.8% | -$45.8K | 3.98% | 5 |
|
|
2018
Q4 | $5.1M | Sell |
47,536
-280
| -0.6% | -$30K | 4.15% | 3 |
|
|
2018
Q3 | $4.88M | Buy |
47,816
+1,051
| +2% | +$107K | 3.33% | 8 |
|
|
2018
Q2 | $4.35M | Buy |
+46,765
| New | +$4.35M | 3.2% | 10 |
|