OneDigital Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.32M | Buy |
30,385
+694
| +2% | +$146K | 0.06% | 242 |
|
|
2025
Q4 | $5.4M | Buy |
29,691
+21,649
| +269% | +$3.96M | 0.05% | 263 |
|
|
2025
Q3 | $1.5M | Sell |
8,042
-37
| -0.5% | -$6.72K | 0.02% | 528 |
|
|
2025
Q2 | $1.34M | Sell |
8,079
-369
| -4% | -$60.8K | 0.01% | 549 |
|
|
2025
Q1 | $1.44M | Buy |
8,448
+4,825
| +133% | +$790K | 0.02% | 493 |
|
|
2024
Q4 | $614K | Sell |
3,623
-65
| -2% | -$11.7K | 0.01% | 809 |
|
|
2024
Q3 | $707K | Buy |
3,688
+349
| +10% | +$67.8K | 0.01% | 792 |
|
|
2024
Q2 | $614K | Buy |
3,339
+501
| +18% | +$96.9K | 0.01% | 814 |
|
|
2024
Q1 | $552K | Buy |
2,838
+275
| +11% | +$53K | 0.01% | 707 |
|
|
2023
Q4 | $478K | Buy |
2,563
+743
| +41% | +$141K | 0.01% | 732 |
|
|
2023
Q3 | $364K | Buy |
1,820
+46
| +3% | +$10.3K | 0.01% | 741 |
|
|
2023
Q2 | $443K | Sell |
1,774
-25
| -1% | -$6.56K | 0.01% | 681 |
|
|
2023
Q1 | $458K | Buy |
1,799
+24
| +1% | +$5.64K | 0.01% | 657 |
|
|
2022
Q4 | $411K | Buy |
1,775
+37
| +2% | +$8.53K | 0.01% | 571 |
|
|
2022
Q3 | $383K | Sell |
1,738
-19
| -1% | -$4.26K | 0.01% | 528 |
|
|
2022
Q2 | $378K | Buy |
1,757
+2
| +0.1% | +$436 | 0.02% | 501 |
|
|
2022
Q1 | $380K | Buy |
1,755
+52
| +3% | +$10.6K | 0.01% | 522 |
|
|
2021
Q4 | $329K | Sell |
1,703
-1,250
| -42% | -$226K | 0.01% | 570 |
|
|
2021
Q3 | $500K | Buy |
2,953
+706
| +31% | +$125K | 0.02% | 415 |
|
|
2021
Q2 | $391K | Sell |
2,247
-68
| -3% | -$11.5K | 0.02% | 480 |
|
|
2021
Q1 | $366K | Buy |
2,315
+437
| +23% | +$65.8K | 0.02% | 460 |
|
|
2020
Q4 | $286K | Buy |
1,878
+163
| +10% | +$24.1K | 0.02% | 504 |
|
|
2020
Q3 | $246K | Buy |
+1,715
| New | +$243K | 0.02% | 492 |
|
|
2020
Q2 | – | Sell |
-1,532
| Closed | -$203K | – | 657 |
|
|
2020
Q1 | $203K | Buy |
1,532
+2
| +0.1% | +$295 | 0.02% | 477 |
|
|
2019
Q4 | $225K | Hold |
1,530
| – | – | 0.02% | 486 |
|
|
2019
Q3 | $237K | Buy |
1,530
+367
| +32% | +$55.4K | 0.02% | 442 |
|
|
2019
Q2 | $156K | Hold |
1,163
| – | – | 0.01% | 421 |
|
|
2019
Q1 | $134K | Hold |
1,163
| – | – | 0.02% | 330 |
|
|
2018
Q4 | $125K | Buy |
1,163
+797
| +218% | +$84.7K | 0.02% | 309 |
|
|
2018
Q3 | $37K | Buy |
366
+31
| +9% | +$3.06K | 0.01% | 477 |
|
|
2018
Q2 | $31K | Buy |
335
+200
| +148% | +$18.6K | 0.01% | 654 |
|
|
2018
Q1 | $13K | Hold |
135
| – | – | ﹤0.01% | 963 |
|
|
2017
Q4 | $15K | Hold |
135
| – | – | ﹤0.01% | 884 |
|
|
2017
Q3 | $15K | Hold |
135
| – | – | 0.01% | 726 |
|
|
2017
Q2 | $14K | Buy |
+135
| New | +$14.9K | ﹤0.01% | 861 |
|
Other funds holding HSY
VCM
VPM
