Ritholtz Wealth 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 | $363K | Buy |
2,185
+219
| +11% | +$36.3K | 0.01% | 739 |
|
|
2025
Q1 | $336K | Buy |
+1,966
| New | +$336K | 0.01% | 712 |
|
|
2024
Q4 | – | Sell |
-3,717
| Closed | -$713K | – | 876 |
|
|
2024
Q3 | $713K | Sell |
3,717
-8
| -0.2% | -$1.53K | 0.02% | 465 |
|
|
2024
Q2 | $685K | Sell |
3,725
-134
| -3% | -$24.6K | 0.02% | 439 |
|
|
2024
Q1 | $751K | Buy |
3,859
+143
| +4% | +$27.8K | 0.03% | 432 |
|
|
2023
Q4 | $693K | Buy |
3,716
+2,528
| +213% | +$471K | 0.03% | 413 |
|
|
2023
Q3 | $238K | Sell |
1,188
-12,460
| -91% | -$2.49M | 0.01% | 607 |
|
|
2023
Q2 | $3.41M | Buy |
13,648
+448
| +3% | +$112K | 0.15% | 85 |
|
|
2023
Q1 | $3.36M | Buy |
13,200
+11,484
| +669% | +$2.92M | 0.17% | 77 |
|
|
2022
Q4 | $397K | Sell |
1,716
-120
| -7% | -$27.8K | 0.02% | 406 |
|
|
2022
Q3 | $405K | Buy |
1,836
+846
| +85% | +$187K | 0.02% | 455 |
|
|
2022
Q2 | $213K | Buy |
990
+36
| +4% | +$7.75K | 0.01% | 485 |
|
|
2022
Q1 | $207K | Buy |
+954
| New | +$207K | 0.01% | 504 |
|