LVM Capital 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 | $3.09M | Sell |
18,625
-690
| -4% | -$115K | 0.32% | 54 |
|
|
2025
Q1 | $3.3M | Sell |
19,315
-3,000
| -13% | -$513K | 0.37% | 52 |
|
|
2024
Q4 | $3.78M | Sell |
22,315
-38,435
| -63% | -$6.51M | 0.41% | 47 |
|
|
2024
Q3 | $11.2M | Hold |
60,750
| – | – | 1.27% | 27 |
|
|
2024
Q2 | $11.2M | Sell |
60,750
-833
| -1% | -$153K | 1.27% | 27 |
|
|
2024
Q1 | $12M | Buy |
61,583
+535
| +0.9% | +$104K | 1.41% | 25 |
|
|
2023
Q4 | $11.4M | Buy |
61,048
+3,315
| +6% | +$618K | 1.46% | 24 |
|
|
2023
Q3 | $11.6M | Buy |
57,733
+982
| +2% | +$196K | 1.63% | 20 |
|
|
2023
Q2 | $14.2M | Sell |
56,751
-289
| -0.5% | -$72.2K | 1.89% | 16 |
|
|
2023
Q1 | $14.5M | Buy |
57,040
+130
| +0.2% | +$33.1K | 2.01% | 13 |
|
|
2022
Q4 | $13.2M | Sell |
56,910
-1,140
| -2% | -$264K | 1.91% | 16 |
|
|
2022
Q3 | $12.8M | Sell |
58,050
-1,970
| -3% | -$434K | 1.96% | 15 |
|
|
2022
Q2 | $12.9M | Sell |
60,020
-3,202
| -5% | -$689K | 1.87% | 19 |
|
|
2022
Q1 | $13.7M | Buy |
63,222
+324
| +0.5% | +$70.2K | 1.81% | 18 |
|
|
2021
Q4 | $12.2M | Buy |
62,898
+75
| +0.1% | +$14.5K | 1.62% | 22 |
|
|
2021
Q3 | $10.6M | Sell |
62,823
-48
| -0.1% | -$8.12K | 1.6% | 23 |
|
|
2021
Q2 | $11M | Buy |
62,871
+145
| +0.2% | +$25.3K | 1.67% | 23 |
|
|
2021
Q1 | $9.92M | Sell |
62,726
-633
| -1% | -$100K | 1.61% | 23 |
|
|
2020
Q4 | $9.65M | Buy |
63,359
+384
| +0.6% | +$58.5K | 1.63% | 24 |
|
|
2020
Q3 | $9.03M | Buy |
62,975
+2,130
| +4% | +$305K | 1.75% | 24 |
|
|
2020
Q2 | $7.89M | Buy |
+60,845
| New | +$7.89M | 1.62% | 25 |
|