Occidental Asset Management’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 |
16,775
+2,519
| +18% | +$418K | 0.38% | 66 |
|
|
2025
Q1 | $2.44M | Buy |
14,256
+12,902
| +953% | +$2.21M | 0.37% | 71 |
|
|
2024
Q4 | $229K | Sell |
1,354
-150
| -10% | -$25.4K | 0.04% | 192 |
|
|
2024
Q3 | $288K | Sell |
1,504
-329
| -18% | -$63.1K | 0.05% | 173 |
|
|
2024
Q2 | $337K | Sell |
1,833
-92
| -5% | -$16.9K | 0.06% | 158 |
|
|
2024
Q1 | $374K | Buy |
1,925
+2
| +0.1% | +$389 | 0.07% | 143 |
|
|
2023
Q4 | $359K | Sell |
1,923
-102
| -5% | -$19K | 0.07% | 155 |
|
|
2023
Q3 | $405K | Sell |
2,025
-100
| -5% | -$20K | 0.09% | 144 |
|
|
2023
Q2 | $531K | Hold |
2,125
| – | – | 0.12% | 145 |
|
|
2023
Q1 | $541K | Hold |
2,125
| – | – | 0.13% | 129 |
|
|
2022
Q4 | $492K | Sell |
2,125
-20
| -0.9% | -$4.63K | 0.13% | 133 |
|
|
2022
Q3 | $473K | Sell |
2,145
-84
| -4% | -$18.5K | 0.14% | 124 |
|
|
2022
Q2 | $480K | Sell |
2,229
-15
| -0.7% | -$3.23K | 0.14% | 127 |
|
|
2022
Q1 | $486K | Sell |
2,244
-10,286
| -82% | -$2.23M | 0.12% | 132 |
|
|
2021
Q4 | $2.42M | Buy |
12,530
+585
| +5% | +$113K | 0.58% | 41 |
|
|
2021
Q3 | $2.02M | Buy |
11,945
+668
| +6% | +$113K | 0.52% | 42 |
|
|
2021
Q2 | $1.96M | Buy |
11,277
+487
| +5% | +$84.8K | 0.52% | 42 |
|
|
2021
Q1 | $1.71M | Buy |
10,790
+3,599
| +50% | +$569K | 0.51% | 45 |
|
|
2020
Q4 | $1.1M | Buy |
7,191
+603
| +9% | +$91.8K | 0.36% | 80 |
|
|
2020
Q3 | $944K | Buy |
6,588
+963
| +17% | +$138K | 0.39% | 67 |
|
|
2020
Q2 | $729K | Buy |
5,625
+1,018
| +22% | +$132K | 0.32% | 84 |
|
|
2020
Q1 | $610K | Buy |
4,607
+3,182
| +223% | +$421K | 0.31% | 85 |
|
|
2019
Q4 | $209K | Hold |
1,425
| – | – | 0.09% | 142 |
|
|
2019
Q3 | $221K | Sell |
1,425
-100
| -7% | -$15.5K | 0.09% | 134 |
|
|
2019
Q2 | $204K | Buy |
+1,525
| New | +$204K | 0.09% | 139 |
|
|
2018
Q1 | – | Sell |
-1,865
| Closed | -$212K | – | 147 |
|
|
2017
Q4 | $212K | Sell |
1,865
-150
| -7% | -$17.1K | 0.11% | 137 |
|
|
2017
Q3 | $220K | Hold |
2,015
| – | – | 0.12% | 125 |
|
|
2017
Q2 | $216K | Sell |
2,015
-100
| -5% | -$10.7K | 0.13% | 126 |
|
|
2017
Q1 | $231K | Sell |
2,115
-50
| -2% | -$5.46K | 0.15% | 111 |
|
|
2016
Q4 | $224K | Sell |
2,165
-100
| -4% | -$10.3K | 0.16% | 115 |
|
|
2016
Q3 | $217K | Hold |
2,265
| – | – | 0.18% | 85 |
|
|
2016
Q2 | $257K | Sell |
2,265
-100
| -4% | -$11.3K | 0.22% | 76 |
|
|
2016
Q1 | $218K | Hold |
2,365
| – | – | 0.26% | 67 |
|
|
2015
Q4 | $211K | Hold |
2,365
| – | – | 0.27% | 63 |
|
|
2015
Q3 | $217K | Hold |
2,365
| – | – | 0.3% | 59 |
|
|
2015
Q2 | $210K | Hold |
2,365
| – | – | 0.28% | 63 |
|
|
2015
Q1 | $239K | Hold |
2,365
| – | – | 0.3% | 58 |
|
|
2014
Q4 | $246K | Sell |
2,365
-270
| -10% | -$28.1K | 0.37% | 53 |
|
|
2014
Q3 | $251K | Hold |
2,635
| – | – | 0.41% | 47 |
|
|
2014
Q2 | $257K | Hold |
2,635
| – | – | 0.44% | 48 |
|
|
2014
Q1 | $274K | Buy |
+2,635
| New | +$274K | 0.49% | 46 |
|