Roundview Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $687K | Sell |
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|
2025
Q4 | $605K | Sell |
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|
2025
Q3 | $677K | Sell |
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|
2025
Q2 | $622K | Sell |
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|
2025
Q1 | $936K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.89M | Hold |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | $1.74M | Hold |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.63M | Hold |
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|
2022
Q1 | $1.64M | Hold |
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|
2021
Q4 | $1.47M | Hold |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $867K | Hold |
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|
2020
Q3 | $816K | Hold |
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|
2020
Q2 | $738K | Sell |
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|
2020
Q1 | $770K | Sell |
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|
2019
Q4 | $869K | Hold |
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|
2019
Q3 | $916K | Hold |
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|
2019
Q2 | $792K | Buy |
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