Northwest & Ethical Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
+16,770
| New | +$2.78M | 0.07% | 228 |
|
|
2024
Q1 | – | Sell |
-2,782
| Closed | -$519K | – | 490 |
|
|
2023
Q4 | $519K | Hold |
2,782
| – | – | 0.02% | 310 |
|
|
2023
Q3 | $557K | Buy |
2,782
+529
| +23% | +$106K | 0.02% | 316 |
|
|
2023
Q2 | $563K | Buy |
+2,253
| New | +$563K | 0.02% | 322 |
|
|
2022
Q2 | – | Sell |
-7,204
| Closed | -$1.56M | – | 426 |
|
|
2022
Q1 | $1.56M | Buy |
+7,204
| New | +$1.56M | 0.05% | 269 |
|
|
2020
Q3 | – | Sell |
-17,109
| Closed | -$2.22M | – | 409 |
|
|
2020
Q2 | $2.22M | Sell |
17,109
-1,097
| -6% | -$142K | 0.11% | 227 |
|
|
2020
Q1 | $2.41M | Buy |
18,206
+453
| +3% | +$60K | 0.14% | 186 |
|
|
2019
Q4 | $2.61M | Buy |
+17,753
| New | +$2.61M | 0.12% | 224 |
|
|
2019
Q3 | – | Sell |
-19,346
| Closed | -$2.59M | – | 373 |
|
|
2019
Q2 | $2.59M | Sell |
19,346
-16,551
| -46% | -$2.22M | 0.13% | 216 |
|
|
2019
Q1 | $4.12M | Buy |
35,897
+2,497
| +7% | +$287K | 0.21% | 148 |
|
|
2018
Q4 | $3.58M | Buy |
33,400
+9,600
| +40% | +$1.03M | 0.21% | 143 |
|
|
2018
Q3 | $2.43M | Buy |
23,800
+1,100
| +5% | +$112K | 0.15% | 198 |
|
|
2018
Q2 | $2.11M | Buy |
+22,700
| New | +$2.11M | 0.14% | 208 |
|
|
2018
Q1 | – | Sell |
-17,600
| Closed | -$2M | – | 359 |
|
|
2017
Q4 | $2M | Hold |
17,600
| – | – | 0.13% | 220 |
|
|
2017
Q3 | $1.92M | Buy |
17,600
+500
| +3% | +$54.6K | 0.12% | 220 |
|
|
2017
Q2 | $1.84M | Sell |
17,100
-5,900
| -26% | -$633K | 0.12% | 207 |
|
|
2017
Q1 | $2.51M | Buy |
+23,000
| New | +$2.51M | 0.17% | 159 |
|