Philadelphia Trust Company’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Hold |
4,709
| – | – | 0.06% | 126 |
|
|
2025
Q1 | $805K | Sell |
4,709
-1,000
| -18% | -$171K | 0.07% | 125 |
|
|
2024
Q4 | $967K | Sell |
5,709
-266
| -4% | -$45.1K | 0.07% | 123 |
|
|
2024
Q3 | $1.15M | Buy |
5,975
+21
| +0.4% | +$4.03K | 0.08% | 114 |
|
|
2024
Q2 | $1.1M | Hold |
5,954
| – | – | 0.09% | 109 |
|
|
2024
Q1 | $1.16M | Hold |
5,954
| – | – | 0.09% | 109 |
|
|
2023
Q4 | $1.11M | Hold |
5,954
| – | – | 0.1% | 109 |
|
|
2023
Q3 | $1.19M | Hold |
5,954
| – | – | 0.12% | 105 |
|
|
2023
Q2 | $1.49M | Hold |
5,954
| – | – | 0.14% | 104 |
|
|
2023
Q1 | $1.52M | Hold |
5,954
| – | – | 0.15% | 101 |
|
|
2022
Q4 | $1.38M | Hold |
5,954
| – | – | 0.15% | 100 |
|
|
2022
Q3 | $1.31M | Hold |
5,954
| – | – | 0.15% | 93 |
|
|
2022
Q2 | $1.28M | Hold |
5,954
| – | – | 0.13% | 98 |
|
|
2022
Q1 | $1.29M | Hold |
5,954
| – | – | 0.1% | 106 |
|
|
2021
Q4 | $1.15M | Hold |
5,954
| – | – | 0.08% | 118 |
|
|
2021
Q3 | $1.01M | Hold |
5,954
| – | – | 0.07% | 129 |
|
|
2021
Q2 | $1.04M | Sell |
5,954
-1,000
| -14% | -$174K | 0.07% | 131 |
|
|
2021
Q1 | $1.1M | Hold |
6,954
| – | – | 0.08% | 125 |
|
|
2020
Q4 | $1.06M | Hold |
6,954
| – | – | 0.09% | 118 |
|
|
2020
Q3 | $997K | Hold |
6,954
| – | – | 0.1% | 110 |
|
|
2020
Q2 | $901K | Buy |
+6,954
| New | +$901K | 0.09% | 103 |
|
|
2020
Q1 | – | Sell |
-6,091
| Closed | -$895K | – | 176 |
|
|
2019
Q4 | $895K | Hold |
6,091
| – | – | 0.08% | 121 |
|
|
2019
Q3 | $944K | Sell |
6,091
-5,000
| -45% | -$775K | 0.09% | 121 |
|
|
2019
Q2 | $1.49M | Sell |
11,091
-1,500
| -12% | -$201K | 0.13% | 104 |
|
|
2019
Q1 | $1.45M | Sell |
12,591
-4,010
| -24% | -$461K | 0.13% | 96 |
|
|
2018
Q4 | $1.78M | Sell |
16,601
-38,769
| -70% | -$4.15M | 0.19% | 81 |
|
|
2018
Q3 | $5.65M | Sell |
55,370
-79,550
| -59% | -$8.11M | 0.46% | 61 |
|
|
2018
Q2 | $12.6M | Buy |
134,920
+63,195
| +88% | +$5.88M | 1.12% | 29 |
|
|
2018
Q1 | $7.1M | Buy |
+71,725
| New | +$7.1M | 0.59% | 53 |
|