Mutual Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $431K | Sell |
2,302
-781
| -25% | -$146K | 0.01% | 850 |
|
2025
Q1 | $503K | Buy |
3,083
+253
| +9% | +$41.3K | 0.01% | 707 |
|
2024
Q4 | $436K | Sell |
2,830
-26
| -0.9% | -$4.01K | 0.01% | 750 |
|
2024
Q3 | $520K | Buy |
2,856
+192
| +7% | +$35K | 0.02% | 684 |
|
2024
Q2 | $513K | Sell |
2,664
-6,972
| -72% | -$1.34M | 0.02% | 684 |
|
2024
Q1 | $1.87M | Buy |
9,636
+806
| +9% | +$157K | 0.06% | 292 |
|
2023
Q4 | $1.65M | Buy |
8,830
+6,743
| +323% | +$1.26M | 0.06% | 319 |
|
2023
Q3 | $418K | Sell |
2,087
-175
| -8% | -$35K | 0.02% | 671 |
|
2023
Q2 | $565K | Sell |
2,262
-31
| -1% | -$7.74K | 0.02% | 600 |
|
2023
Q1 | $583K | Buy |
2,293
+59
| +3% | +$15K | 0.02% | 575 |
|
2022
Q4 | $517K | Buy |
2,234
+114
| +5% | +$26.4K | 0.02% | 579 |
|
2022
Q3 | $467K | Buy |
2,120
+151
| +8% | +$33.3K | 0.02% | 576 |
|
2022
Q2 | $424K | Buy |
1,969
+14
| +0.7% | +$3.02K | 0.03% | 585 |
|
2022
Q1 | $423K | Buy |
1,955
+33
| +2% | +$7.14K | 0.02% | 621 |
|
2021
Q4 | $372K | Hold |
1,922
| – | – | 0.02% | 667 |
|
2021
Q3 | $325K | Sell |
1,922
-107
| -5% | -$18.1K | 0.02% | 690 |
|
2021
Q2 | $353K | Buy |
2,029
+42
| +2% | +$7.31K | 0.02% | 638 |
|
2021
Q1 | $314K | Sell |
1,987
-81
| -4% | -$12.8K | 0.02% | 620 |
|
2020
Q4 | $315K | Sell |
2,068
-4
| -0.2% | -$609 | 0.02% | 591 |
|
2020
Q3 | $297K | Buy |
2,072
+121
| +6% | +$17.3K | 0.03% | 544 |
|
2020
Q2 | $253K | Buy |
1,951
+253
| +15% | +$32.8K | 0.02% | 541 |
|
2020
Q1 | $225K | Sell |
1,698
-8
| -0.5% | -$1.06K | 0.03% | 468 |
|
2019
Q4 | $251K | Buy |
+1,706
| New | +$251K | 0.03% | 507 |
|