Steward Partners Investment Advisory’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 | $6.19M | Buy |
29,763
+1,455
| +5% | +$307K | 0.03% | 439 |
|
|
2025
Q4 | $5.15M | Buy |
28,308
+4,827
| +21% | +$882K | 0.03% | 456 |
|
|
2025
Q3 | $4.39M | Buy |
23,481
+6,375
| +37% | +$1.16M | 0.03% | 500 |
|
|
2025
Q2 | $2.84M | Sell |
17,106
-421
| -2% | -$69.4K | 0.02% | 589 |
|
|
2025
Q1 | $3M | Buy |
17,527
+4,599
| +36% | +$753K | 0.03% | 530 |
|
|
2024
Q4 | $2.19M | Sell |
12,928
-1,824
| -12% | -$327K | 0.02% | 611 |
|
|
2024
Q3 | $2.83M | Buy |
14,752
+627
| +4% | +$122K | 0.03% | 518 |
|
|
2024
Q2 | $2.6M | Sell |
14,125
-1,628
| -10% | -$315K | 0.03% | 510 |
|
|
2024
Q1 | $3.06M | Buy |
15,753
+584
| +4% | +$113K | 0.03% | 448 |
|
|
2023
Q4 | $2.83M | Buy |
15,169
+2,646
| +21% | +$501K | 0.04% | 416 |
|
|
2023
Q3 | $2.51M | Sell |
12,523
-5,538
| -31% | -$1.24M | 0.04% | 406 |
|
|
2023
Q2 | $4.51M | Sell |
18,061
-696
| -4% | -$183K | 0.07% | 280 |
|
|
2023
Q1 | $4.77M | Sell |
18,757
-2,868
| -13% | -$674K | 0.08% | 264 |
|
|
2022
Q4 | $5.01M | Buy |
21,625
+7,424
| +52% | +$1.71M | 0.09% | 248 |
|
|
2022
Q3 | $3.13M | Buy |
14,201
+835
| +6% | +$187K | 0.06% | 324 |
|
|
2022
Q2 | $2.88M | Sell |
13,366
-1,392
| -9% | -$303K | 0.05% | 348 |
|
|
2022
Q1 | $3.2M | Buy |
14,758
+420
| +3% | +$85.3K | 0.05% | 363 |
|
|
2021
Q4 | $2.77M | Sell |
14,338
-1,131
| -7% | -$205K | 0.04% | 400 |
|
|
2021
Q3 | $2.62M | Sell |
15,469
-70
| -0.5% | -$12.4K | 0.05% | 388 |
|
|
2021
Q2 | $2.71M | Sell |
15,539
-3,029
| -16% | -$510K | 0.05% | 376 |
|
|
2021
Q1 | $2.94M | Buy |
18,568
+429
| +2% | +$64.6K | 0.05% | 345 |
|
|
2020
Q4 | $2.76M | Buy |
18,139
+2,851
| +19% | +$422K | 0.06% | 308 |
|
|
2020
Q3 | $2.19M | Buy |
15,288
+3,421
| +29% | +$485K | 0.06% | 301 |
|
|
2020
Q2 | $1.54M | Buy |
11,867
+5,675
| +92% | +$763K | 0.04% | 355 |
|
|
2020
Q1 | $820K | Buy |
6,192
+708
| +13% | +$104K | 0.03% | 432 |
|
|
2019
Q4 | $806K | Buy |
5,484
+32
| +0.6% | +$4.75K | 0.02% | 510 |
|
|
2019
Q3 | $845K | Buy |
5,452
+33
| +0.6% | +$4.98K | 0.03% | 454 |
|
|
2019
Q2 | $726K | Buy |
5,419
+626
| +13% | +$79.5K | 0.03% | 457 |
|
|
2019
Q1 | $550K | Sell |
4,793
-32
| -0.7% | -$3.48K | 0.02% | 493 |
|
|
2018
Q4 | $517K | Sell |
4,825
-100
| -2% | -$10.6K | 0.03% | 479 |
|
|
2018
Q3 | $502K | Buy |
4,925
+846
| +21% | +$83.6K | 0.02% | 505 |
|
|
2018
Q2 | $380K | Buy |
4,079
+478
| +13% | +$44.6K | 0.02% | 526 |
|
|
2018
Q1 | $356K | Buy |
3,601
+10
| +0.3% | +$1.03K | 0.02% | 496 |
|
|
2017
Q4 | $407K | Sell |
3,591
-459
| -11% | -$50.5K | 0.03% | 402 |
|
|
2017
Q3 | $442K | Buy |
4,050
+400
| +11% | +$42.6K | 0.05% | 319 |
|
|
2017
Q2 | $391K | Hold |
3,650
| – | – | 0.04% | 313 |
|
|
2017
Q1 | $398K | Buy |
+3,650
| New | +$391K | 0.06% | 224 |
|
Other funds holding HSY
VCM
VPM
