Summit Securities Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Buy |
+100
| New | +$16.6K | ﹤0.01% | 644 |
|
|
2025
Q1 | – | Sell |
-97
| Closed | -$16.4K | – | 778 |
|
|
2024
Q4 | $16.4K | Buy |
+97
| New | +$16.4K | ﹤0.01% | 286 |
|
|
2023
Q3 | – | Sell |
-193
| Closed | -$48K | – | 611 |
|
|
2023
Q2 | $48K | Sell |
193
-256
| -57% | -$63.7K | 0.01% | 305 |
|
|
2023
Q1 | $114K | Sell |
449
-1,696
| -79% | -$431K | 0.01% | 166 |
|
|
2022
Q4 | $497K | Sell |
2,145
-4,565
| -68% | -$1.06M | 0.02% | 109 |
|
|
2022
Q3 | $1.48M | Buy |
6,710
+5,707
| +569% | +$1.26M | 0.11% | 56 |
|
|
2022
Q2 | $216K | Buy |
1,003
+243
| +32% | +$52.3K | 0.03% | 169 |
|
|
2022
Q1 | $165K | Sell |
760
-2,255
| -75% | -$490K | 0.02% | 254 |
|
|
2021
Q4 | $583K | Buy |
3,015
+1,615
| +115% | +$312K | 0.03% | 203 |
|
|
2021
Q3 | $237K | Sell |
1,400
-591
| -30% | -$100K | 0.02% | 283 |
|
|
2021
Q2 | $347K | Buy |
+1,991
| New | +$347K | 0.03% | 225 |
|
|
2020
Q3 | – | Sell |
-5,400
| Closed | -$700K | – | 211 |
|
|
2020
Q2 | $700K | Buy |
5,400
+1,300
| +32% | +$169K | 0.09% | 54 |
|
|
2020
Q1 | $543K | Buy |
+4,100
| New | +$543K | 0.1% | 57 |
|
|
2019
Q1 | – | Sell |
-3,500
| Closed | -$375K | – | 162 |
|
|
2018
Q4 | $375K | Buy |
+3,500
| New | +$375K | 0.03% | 96 |
|
|
2018
Q1 | – | Sell |
-3,600
| Closed | -$409K | – | 127 |
|
|
2017
Q4 | $409K | Buy |
3,600
+1,100
| +44% | +$125K | 0.05% | 108 |
|
|
2017
Q3 | $273K | Buy |
+2,500
| New | +$273K | 0.05% | 84 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$219K | – | 261 |
|
|
2017
Q1 | $219K | Sell |
2,000
-5,000
| -71% | -$548K | 0.06% | 237 |
|
|
2016
Q4 | $724K | Buy |
+7,000
| New | +$724K | 0.16% | 95 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 235 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 299 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$21K | – | 425 |
|
|
2014
Q4 | $21K | Hold |
200
| – | – | 0.01% | 344 |
|
|
2014
Q3 | $19K | Buy |
+200
| New | +$19K | 0.01% | 434 |
|