SL 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 | $205K | Sell |
1,233
-334
| -21% | -$55.4K | 0.37% | 31 |
|
|
2025
Q1 | $268K | Sell |
1,567
-59
| -4% | -$10.1K | 0.47% | 30 |
|
|
2024
Q4 | $275K | Sell |
1,626
-120
| -7% | -$20.3K | 0.46% | 29 |
|
|
2024
Q3 | $335K | Buy |
+1,746
| New | +$335K | 0.6% | 30 |
|
|
2024
Q2 | – | Sell |
-2,236
| Closed | -$435K | – | 34 |
|
|
2024
Q1 | $435K | Sell |
2,236
-204
| -8% | -$39.7K | 0.86% | 27 |
|
|
2023
Q4 | $455K | Sell |
2,440
-92
| -4% | -$17.2K | 0.98% | 25 |
|
|
2023
Q3 | $507K | Sell |
2,532
-26
| -1% | -$5.2K | 0.68% | 25 |
|
|
2023
Q2 | $639K | Sell |
2,558
-39
| -2% | -$9.74K | 1.44% | 21 |
|
|
2023
Q1 | $661K | Sell |
2,597
-64
| -2% | -$16.3K | 1.42% | 22 |
|
|
2022
Q4 | $616K | Hold |
2,661
| – | – | 1.36% | 23 |
|
|
2022
Q3 | $587K | Sell |
2,661
-1
| -0% | -$221 | 1.46% | 22 |
|
|
2022
Q2 | $573K | Buy |
2,662
+11
| +0.4% | +$2.37K | 1.37% | 22 |
|
|
2022
Q1 | $574K | Sell |
2,651
-146
| -5% | -$31.6K | 1.17% | 24 |
|
|
2021
Q4 | $541K | Sell |
2,797
-114
| -4% | -$22.1K | 1.33% | 23 |
|
|
2021
Q3 | $493K | Sell |
2,911
-38
| -1% | -$6.44K | 1.25% | 26 |
|
|
2021
Q2 | $514K | Sell |
2,949
-22
| -0.7% | -$3.84K | 1.31% | 26 |
|
|
2021
Q1 | $470K | Sell |
2,971
-230
| -7% | -$36.4K | 1.42% | 25 |
|
|
2020
Q4 | $488K | Sell |
3,201
-228
| -7% | -$34.8K | 1.58% | 25 |
|
|
2020
Q3 | $492K | Buy |
3,429
+405
| +13% | +$58.1K | 1.8% | 23 |
|
|
2020
Q2 | $392K | Sell |
3,024
-140
| -4% | -$18.1K | 1.49% | 26 |
|
|
2020
Q1 | $419K | Sell |
3,164
-1,812
| -36% | -$240K | 1.82% | 22 |
|
|
2019
Q4 | $731K | Sell |
4,976
-40
| -0.8% | -$5.88K | 1.81% | 22 |
|
|
2019
Q3 | $777K | Sell |
5,016
-513
| -9% | -$79.5K | 1.5% | 22 |
|
|
2019
Q2 | $741K | Sell |
5,529
-6
| -0.1% | -$804 | 1.28% | 26 |
|
|
2019
Q1 | $635K | Sell |
5,535
-208
| -4% | -$23.9K | 0.98% | 33 |
|
|
2018
Q4 | $616K | Hold |
5,743
| – | – | 1.27% | 28 |
|
|
2018
Q3 | $585K | Buy |
5,743
+1,064
| +23% | +$108K | 1.08% | 31 |
|
|
2018
Q2 | $465K | Sell |
4,679
-1,676
| -26% | -$167K | 1.04% | 36 |
|
|
2018
Q1 | $629K | Sell |
6,355
-731
| -10% | -$72.4K | 1.25% | 33 |
|
|
2017
Q4 | $804K | Sell |
7,086
-504
| -7% | -$57.2K | 1.37% | 30 |
|
|
2017
Q3 | $829K | Sell |
7,590
-3
| -0% | -$328 | 0.38% | 32 |
|
|
2017
Q2 | $815K | Sell |
7,593
-319
| -4% | -$34.2K | 0.42% | 35 |
|
|
2017
Q1 | $864K | Buy |
7,912
+104
| +1% | +$11.4K | 0.49% | 30 |
|
|
2016
Q4 | $808K | Buy |
7,808
+45
| +0.6% | +$4.66K | 0.54% | 31 |
|
|
2016
Q3 | $742K | Sell |
7,763
-2,682
| -26% | -$256K | 0.6% | 41 |
|
|
2016
Q2 | $1.19M | Buy |
+10,445
| New | +$1.19M | 1.1% | 25 |
|