Nicholas Hoffman & Company’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,679
| Closed | -$287K | – | 308 |
|
|
2025
Q1 | $287K | Sell |
1,679
-204
| -11% | -$34.9K | 0.01% | 249 |
|
|
2024
Q4 | $319K | Sell |
1,883
-182
| -9% | -$30.8K | 0.01% | 234 |
|
|
2024
Q3 | $396K | Sell |
2,065
-512
| -20% | -$98.2K | 0.02% | 225 |
|
|
2024
Q2 | $474K | Sell |
2,577
-246
| -9% | -$45.2K | 0.02% | 194 |
|
|
2024
Q1 | $549K | Buy |
2,823
+255
| +10% | +$49.6K | 0.03% | 178 |
|
|
2023
Q4 | $479K | Sell |
2,568
-1,844
| -42% | -$344K | 0.03% | 183 |
|
|
2023
Q3 | $883K | Sell |
4,412
-85
| -2% | -$17K | 0.07% | 123 |
|
|
2023
Q2 | $1.12M | Sell |
4,497
-189
| -4% | -$47.2K | 0.04% | 103 |
|
|
2023
Q1 | $1.19M | Buy |
4,686
+9
| +0.2% | +$2.29K | 0.11% | 97 |
|
|
2022
Q4 | $1.08M | Sell |
4,677
-91
| -2% | -$21.1K | 0.12% | 108 |
|
|
2022
Q3 | $1.05M | Buy |
4,768
+462
| +11% | +$102K | 0.05% | 102 |
|
|
2022
Q2 | $927K | Buy |
4,306
+38
| +0.9% | +$8.18K | 0.04% | 111 |
|
|
2022
Q1 | $925K | Buy |
4,268
+1,565
| +58% | +$339K | 0.04% | 118 |
|
|
2021
Q4 | $523K | Buy |
2,703
+3
| +0.1% | +$580 | 0.02% | 164 |
|
|
2021
Q3 | $457K | Sell |
2,700
-403
| -13% | -$68.2K | 0.08% | 165 |
|
|
2021
Q2 | $541K | Buy |
3,103
+302
| +11% | +$52.7K | 0.1% | 150 |
|
|
2021
Q1 | $443K | Sell |
2,801
-496
| -15% | -$78.4K | 0.09% | 160 |
|
|
2020
Q4 | $502K | Buy |
3,297
+77
| +2% | +$11.7K | 0.12% | 135 |
|
|
2020
Q3 | $462K | Buy |
3,220
+404
| +14% | +$58K | 0.12% | 132 |
|
|
2020
Q2 | $365K | Sell |
2,816
-657
| -19% | -$85.2K | 0.11% | 142 |
|
|
2020
Q1 | $460K | Buy |
3,473
+471
| +16% | +$62.4K | 0.15% | 115 |
|
|
2019
Q4 | $441K | Buy |
3,002
+602
| +25% | +$88.4K | 0.12% | 137 |
|
|
2019
Q3 | $372K | Buy |
2,400
+2
| +0.1% | +$310 | 0.11% | 139 |
|
|
2019
Q2 | $321K | Sell |
2,398
-447
| -16% | -$59.8K | 0.1% | 143 |
|
|
2019
Q1 | $327K | Sell |
2,845
-198
| -7% | -$22.8K | 0.1% | 136 |
|
|
2018
Q4 | $326K | Buy |
3,043
+253
| +9% | +$27.1K | 0.11% | 130 |
|
|
2018
Q3 | $285K | Buy |
2,790
+403
| +17% | +$41.2K | 0.1% | 151 |
|
|
2018
Q2 | $222K | Sell |
2,387
-503
| -17% | -$46.8K | 0.08% | 158 |
|
|
2018
Q1 | $286K | Buy |
2,890
+580
| +25% | +$57.4K | 0.11% | 138 |
|
|
2017
Q4 | $262K | Buy |
2,310
+50
| +2% | +$5.67K | 0.1% | 145 |
|
|
2017
Q3 | $247K | Buy |
2,260
+15
| +0.7% | +$1.64K | 0.1% | 138 |
|
|
2017
Q2 | $241K | Hold |
2,245
| – | – | 0.11% | 125 |
|
|
2017
Q1 | $245K | Sell |
2,245
-375
| -14% | -$40.9K | 0.11% | 130 |
|
|
2016
Q4 | $272K | Buy |
2,620
+397
| +18% | +$41.2K | 0.14% | 127 |
|
|
2016
Q3 | $213K | Buy |
2,223
+241
| +12% | +$23.1K | 0.12% | 131 |
|
|
2016
Q2 | $225K | Buy |
+1,982
| New | +$225K | 0.13% | 123 |
|