Members Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,182
| Closed | -$200K | – | 128 |
|
|
2024
Q4 | $200K | Buy |
1,182
+10
| +0.9% | +$1.69K | 0.01% | 115 |
|
|
2024
Q3 | $225K | Sell |
1,172
-342
| -23% | -$65.6K | 0.01% | 112 |
|
|
2024
Q2 | $278K | Sell |
1,514
-89
| -6% | -$16.4K | 0.01% | 102 |
|
|
2024
Q1 | $312K | Buy |
1,603
+4
| +0.3% | +$778 | 0.01% | 90 |
|
|
2023
Q4 | $294K | Buy |
1,599
+100
| +7% | +$18.4K | 0.01% | 93 |
|
|
2023
Q3 | $303K | Sell |
1,499
-100
| -6% | -$20.2K | 0.01% | 86 |
|
|
2023
Q2 | $399K | Buy |
+1,599
| New | +$399K | 0.01% | 73 |
|
|
2022
Q4 | – | Sell |
-1,980
| Closed | -$437K | – | 69 |
|
|
2022
Q3 | $437K | Buy |
1,980
+338
| +21% | +$74.6K | 0.01% | 65 |
|
|
2022
Q2 | $353K | Hold |
1,642
| – | – | 0.01% | 74 |
|
|
2022
Q1 | $356K | Hold |
1,642
| – | – | 0.01% | 82 |
|
|
2021
Q4 | $318K | Hold |
1,642
| – | – | 0.01% | 94 |
|
|
2021
Q3 | $282K | Buy |
1,642
+200
| +14% | +$34.3K | 0.01% | 99 |
|
|
2021
Q2 | $251K | Sell |
1,442
-465
| -24% | -$80.9K | 0.01% | 107 |
|
|
2021
Q1 | $302K | Sell |
1,907
-114
| -6% | -$18.1K | 0.01% | 89 |
|
|
2020
Q4 | $308K | Buy |
+2,021
| New | +$308K | 0.01% | 89 |
|