Plante Moran Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Buy |
395
+259
| +190% | +$43K | ﹤0.01% | 298 |
|
|
2025
Q1 | $23.3K | Buy |
136
+41
| +43% | +$7.02K | ﹤0.01% | 463 |
|
|
2024
Q4 | $16.1K | Hold |
95
| – | – | ﹤0.01% | 522 |
|
|
2024
Q3 | $18.2K | Hold |
95
| – | – | ﹤0.01% | 540 |
|
|
2024
Q2 | $17.5K | Sell |
95
-38
| -29% | -$6.99K | ﹤0.01% | 498 |
|
|
2024
Q1 | $25.9K | Buy |
133
+8
| +6% | +$1.56K | ﹤0.01% | 459 |
|
|
2023
Q4 | $23.3K | Sell |
125
-202
| -62% | -$37.7K | ﹤0.01% | 430 |
|
|
2023
Q3 | $65.4K | Hold |
327
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $81.6K | Hold |
327
| – | – | 0.01% | 250 |
|
|
2023
Q1 | $83.2K | Buy |
327
+1
| +0.3% | +$254 | 0.01% | 244 |
|
|
2022
Q4 | $75.5K | Buy |
326
+1
| +0.3% | +$232 | 0.01% | 259 |
|
|
2022
Q3 | $72K | Sell |
325
-150
| -32% | -$33.2K | 0.01% | 251 |
|
|
2022
Q2 | $102K | Buy |
475
+152
| +47% | +$32.6K | 0.02% | 210 |
|
|
2022
Q1 | $70K | Hold |
323
| – | – | 0.01% | 281 |
|
|
2021
Q4 | $62K | Sell |
323
-34
| -10% | -$6.53K | 0.01% | 318 |
|
|
2021
Q3 | $60K | Buy |
357
+66
| +23% | +$11.1K | 0.01% | 350 |
|
|
2021
Q2 | $51K | Buy |
291
+1
| +0.3% | +$175 | 0.01% | 369 |
|
|
2021
Q1 | $46K | Sell |
290
-9
| -3% | -$1.43K | 0.01% | 385 |
|
|
2020
Q4 | $45K | Buy |
299
+11
| +4% | +$1.66K | 0.01% | 378 |
|
|
2020
Q3 | $41K | Buy |
288
+1
| +0.3% | +$142 | 0.01% | 349 |
|
|
2020
Q2 | $37K | Sell |
287
-198
| -41% | -$25.5K | 0.01% | 332 |
|
|
2020
Q1 | $64K | Sell |
485
-199
| -29% | -$26.3K | 0.03% | 234 |
|
|
2019
Q4 | $101K | Buy |
684
+1
| +0.1% | +$148 | 0.04% | 225 |
|
|
2019
Q3 | $106K | Buy |
683
+1
| +0.1% | +$155 | 0.03% | 232 |
|
|
2019
Q2 | $91K | Buy |
682
+1
| +0.1% | +$133 | 0.03% | 231 |
|
|
2019
Q1 | $78K | Buy |
681
+186
| +38% | +$21.3K | 0.02% | 251 |
|
|
2018
Q4 | $53K | Buy |
495
+200
| +68% | +$21.4K | 0.02% | 275 |
|
|
2018
Q3 | $30K | Sell |
295
-185
| -39% | -$18.8K | 0.01% | 379 |
|
|
2018
Q2 | $45K | Sell |
480
-32
| -6% | -$3K | 0.02% | 343 |
|
|
2018
Q1 | $51K | Buy |
512
+11
| +2% | +$1.1K | 0.03% | 342 |
|
|
2017
Q4 | $57K | Buy |
501
+1
| +0.2% | +$114 | 0.03% | 314 |
|
|
2017
Q3 | $55K | Buy |
500
+12
| +2% | +$1.32K | 0.03% | 285 |
|
|
2017
Q2 | $52K | Buy |
488
+10
| +2% | +$1.07K | 0.03% | 303 |
|
|
2017
Q1 | $52K | Buy |
478
+29
| +6% | +$3.16K | 0.03% | 305 |
|
|
2016
Q4 | $46K | Hold |
449
| – | – | 0.03% | 341 |
|
|
2016
Q3 | $43K | Buy |
449
+35
| +8% | +$3.35K | 0.03% | 351 |
|
|
2016
Q2 | $47K | Buy |
414
+95
| +30% | +$10.8K | 0.03% | 294 |
|
|
2016
Q1 | $29K | Buy |
319
+71
| +29% | +$6.46K | 0.02% | 331 |
|
|
2015
Q4 | $22K | Sell |
248
-336
| -58% | -$29.8K | 0.02% | 429 |
|
|
2015
Q3 | $54K | Buy |
584
+51
| +10% | +$4.72K | 0.04% | 246 |
|
|
2015
Q2 | $47K | Hold |
533
| – | – | 0.03% | 303 |
|
|
2015
Q1 | $54K | Buy |
533
+1
| +0.2% | +$101 | 0.04% | 269 |
|
|
2014
Q4 | $55K | Hold |
532
| – | – | 0.04% | 266 |
|
|
2014
Q3 | $51K | Buy |
532
+1
| +0.2% | +$96 | 0.04% | 253 |
|
|
2014
Q2 | $52K | Buy |
531
+336
| +172% | +$32.9K | 0.05% | 228 |
|
|
2014
Q1 | $20K | Buy |
195
+1
| +0.5% | +$103 | 0.02% | 254 |
|
|
2013
Q4 | $19K | Hold |
194
| – | – | 0.01% | 357 |
|
|
2013
Q3 | $18K | Buy |
194
+1
| +0.5% | +$93 | 0.01% | 295 |
|
|
2013
Q2 | $17K | Buy |
+193
| New | +$17K | 0.01% | 263 |
|