Roundview Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
3,751
-1,720
| -31% | -$285K | 0.04% | 249 |
|
|
2025
Q1 | $936K | Sell |
5,471
-853
| -13% | -$146K | 0.07% | 204 |
|
|
2024
Q4 | $1.07M | Sell |
6,324
-2,480
| -28% | -$420K | 0.07% | 208 |
|
|
2024
Q3 | $1.69M | Sell |
8,804
-1,033
| -11% | -$198K | 0.12% | 158 |
|
|
2024
Q2 | $1.81M | Buy |
9,837
+1,389
| +16% | +$255K | 0.14% | 141 |
|
|
2024
Q1 | $1.64M | Buy |
8,448
+2,767
| +49% | +$538K | 0.13% | 151 |
|
|
2023
Q4 | $1.06M | Sell |
5,681
-2,402
| -30% | -$448K | 0.1% | 187 |
|
|
2023
Q3 | $1.62M | Buy |
8,083
+514
| +7% | +$103K | 0.16% | 134 |
|
|
2023
Q2 | $1.89M | Hold |
7,569
| – | – | 0.18% | 125 |
|
|
2023
Q1 | $1.93M | Buy |
7,569
+45
| +0.6% | +$11.4K | 0.2% | 122 |
|
|
2022
Q4 | $1.74M | Hold |
7,524
| – | – | 0.2% | 127 |
|
|
2022
Q3 | $1.66M | Sell |
7,524
-50
| -0.7% | -$11K | 0.21% | 119 |
|
|
2022
Q2 | $1.63M | Hold |
7,574
| – | – | 0.2% | 127 |
|
|
2022
Q1 | $1.64M | Hold |
7,574
| – | – | 0.17% | 135 |
|
|
2021
Q4 | $1.47M | Hold |
7,574
| – | – | 0.15% | 155 |
|
|
2021
Q3 | $1.28M | Buy |
7,574
+423
| +6% | +$71.6K | 0.14% | 152 |
|
|
2021
Q2 | $1.25M | Buy |
7,151
+61
| +0.9% | +$10.6K | 0.14% | 160 |
|
|
2021
Q1 | $1.12M | Buy |
7,090
+1,400
| +25% | +$221K | 0.14% | 153 |
|
|
2020
Q4 | $867K | Hold |
5,690
| – | – | 0.12% | 166 |
|
|
2020
Q3 | $816K | Hold |
5,690
| – | – | 0.13% | 150 |
|
|
2020
Q2 | $738K | Sell |
5,690
-120
| -2% | -$15.6K | 0.13% | 163 |
|
|
2020
Q1 | $770K | Sell |
5,810
-100
| -2% | -$13.3K | 0.16% | 148 |
|
|
2019
Q4 | $869K | Hold |
5,910
| – | – | 0.17% | 150 |
|
|
2019
Q3 | $916K | Hold |
5,910
| – | – | 0.2% | 137 |
|
|
2019
Q2 | $792K | Buy |
+5,910
| New | +$792K | 0.18% | 141 |
|