Orion Portfolio Solutions’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.35M | Buy |
25,420
+3,439
| +16% | +$588K | 0.04% | 389 |
|
|
2024
Q4 | $3.72M | Sell |
21,981
-736
| -3% | -$125K | 0.04% | 416 |
|
|
2024
Q3 | $4.36M | Sell |
22,717
-132
| -0.6% | -$25.3K | 0.04% | 374 |
|
|
2024
Q2 | $4.2M | Buy |
22,849
+10,377
| +83% | +$1.91M | 0.04% | 357 |
|
|
2024
Q1 | $2.43M | Buy |
12,472
+3,052
| +32% | +$594K | 0.03% | 569 |
|
|
2023
Q4 | $1.8M | Sell |
9,420
-201
| -2% | -$38.5K | 0.02% | 678 |
|
|
2023
Q3 | $1.93M | Sell |
9,621
-2,851
| -23% | -$570K | 0.02% | 625 |
|
|
2023
Q2 | $3.11M | Buy |
12,472
+3,229
| +35% | +$806K | 0.03% | 473 |
|
|
2023
Q1 | $2.35M | Buy |
9,243
+7,562
| +450% | +$1.92M | 0.03% | 529 |
|
|
2022
Q4 | $389K | Buy |
1,681
+462
| +38% | +$107K | 0.01% | 576 |
|
|
2022
Q3 | $269K | Buy |
+1,219
| New | +$269K | 0.01% | 613 |
|
|
2020
Q3 | – | Sell |
-532
| Closed | -$69K | – | 1143 |
|
|
2020
Q2 | $69K | Buy |
532
+46
| +9% | +$5.97K | ﹤0.01% | 632 |
|
|
2020
Q1 | $64K | Sell |
486
-13
| -3% | -$1.71K | ﹤0.01% | 533 |
|
|
2019
Q4 | $73K | Buy |
+499
| New | +$73K | 0.01% | 473 |
|