SVB Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,480
| Closed | -$251K | – | 1614 |
|
|
2024
Q4 | $251K | Buy |
+1,480
| New | +$251K | ﹤0.01% | 614 |
|
|
2024
Q3 | – | Sell |
-1,719
| Closed | -$316K | – | 275 |
|
|
2024
Q2 | $316K | Sell |
1,719
-520
| -23% | -$95.6K | 0.01% | 549 |
|
|
2024
Q1 | $435K | Sell |
2,239
-239
| -10% | -$46.5K | 0.01% | 514 |
|
|
2023
Q4 | $462K | Sell |
2,478
-466
| -16% | -$86.9K | 0.01% | 495 |
|
|
2023
Q3 | $589K | Sell |
2,944
-415
| -12% | -$83K | 0.01% | 417 |
|
|
2023
Q2 | $839K | Sell |
3,359
-76
| -2% | -$19K | 0.02% | 367 |
|
|
2023
Q1 | $874K | Sell |
3,435
-75
| -2% | -$19.1K | 0.01% | 404 |
|
|
2022
Q4 | $813K | Sell |
3,510
-420
| -11% | -$97.3K | 0.01% | 443 |
|
|
2022
Q3 | $867K | Buy |
3,930
+989
| +34% | +$218K | 0.01% | 394 |
|
|
2022
Q2 | $633K | Buy |
2,941
+141
| +5% | +$30.3K | 0.01% | 398 |
|
|
2022
Q1 | $607K | Buy |
2,800
+14
| +0.5% | +$3.04K | 0.01% | 412 |
|
|
2021
Q4 | $539K | Buy |
2,786
+594
| +27% | +$115K | 0.01% | 436 |
|
|
2021
Q3 | $371K | Sell |
2,192
-412
| -16% | -$69.7K | ﹤0.01% | 698 |
|
|
2021
Q2 | $453K | Buy |
+2,604
| New | +$453K | 0.01% | 610 |
|
|
2019
Q1 | – | Sell |
-16,738
| Closed | -$1.79M | – | 405 |
|
|
2018
Q4 | $1.79M | Sell |
16,738
-560
| -3% | -$60K | 0.08% | 163 |
|
|
2018
Q3 | $1.77M | Buy |
17,298
+1,908
| +12% | +$195K | 0.06% | 189 |
|
|
2018
Q2 | $1.43M | Sell |
15,390
-238
| -2% | -$22.1K | 0.05% | 209 |
|
|
2018
Q1 | $1.55M | Sell |
15,628
-2,002
| -11% | -$198K | 0.06% | 201 |
|
|
2017
Q4 | $2M | Sell |
17,630
-908
| -5% | -$103K | 0.08% | 184 |
|
|
2017
Q3 | $2.02M | Sell |
18,538
-114
| -0.6% | -$12.4K | 0.08% | 180 |
|
|
2017
Q2 | $2M | Sell |
18,652
-611
| -3% | -$65.6K | 0.08% | 186 |
|
|
2017
Q1 | $2.1M | Buy |
19,263
+108
| +0.6% | +$11.8K | 0.08% | 183 |
|
|
2016
Q4 | $1.98M | Sell |
19,155
-310
| -2% | -$32.1K | 0.08% | 181 |
|
|
2016
Q3 | $1.86M | Sell |
19,465
-196
| -1% | -$18.7K | 0.08% | 191 |
|
|
2016
Q2 | $2.23M | Sell |
19,661
-1,663
| -8% | -$189K | 0.09% | 183 |
|
|
2016
Q1 | $1.96M | Sell |
21,324
-3,731
| -15% | -$344K | 0.08% | 196 |
|
|
2015
Q4 | $2.24M | Sell |
25,055
-12,091
| -33% | -$1.08M | 0.09% | 193 |
|
|
2015
Q3 | $3.41M | Sell |
37,146
-8,535
| -19% | -$784K | 0.13% | 158 |
|
|
2015
Q2 | $4.06M | Sell |
45,681
-13,273
| -23% | -$1.18M | 0.13% | 156 |
|
|
2015
Q1 | $5.95M | Sell |
58,954
-4,604
| -7% | -$465K | 0.19% | 132 |
|
|
2014
Q4 | $6.61M | Buy |
+63,558
| New | +$6.61M | 0.21% | 118 |
|