Occidental Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.4M | Buy |
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|
2025
Q2 | $2.78M | Buy |
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|
2025
Q1 | $2.44M | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $374K | Buy |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $541K | Hold |
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|
2022
Q4 | $492K | Sell |
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|
2022
Q3 | $473K | Sell |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $486K | Sell |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $944K | Buy |
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|
2020
Q2 | $729K | Buy |
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|
2020
Q1 | $610K | Buy |
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|
2019
Q4 | $209K | Hold |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $204K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $212K | Sell |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $216K | Sell |
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|
2017
Q1 | $231K | Sell |
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|
2016
Q4 | $224K | Sell |
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|
2016
Q3 | $217K | Hold |
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|
2016
Q2 | $257K | Sell |
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|
2016
Q1 | $218K | Hold |
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|
2015
Q4 | $211K | Hold |
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|
2015
Q3 | $217K | Hold |
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|
2015
Q2 | $210K | Hold |
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|
2015
Q1 | $239K | Hold |
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|
2014
Q4 | $246K | Sell |
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|
2014
Q3 | $251K | Hold |
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|
2014
Q2 | $257K | Hold |
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|
2014
Q1 | $274K | Buy |
|