Tarbox Family Office’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $549K | Buy |
3,310
+1
| +0% | +$166 | 0.08% | 63 |
|
2025
Q1 | $566K | Hold |
3,309
| – | – | 0.09% | 62 |
|
2024
Q4 | $560K | Hold |
3,309
| – | – | 0.09% | 62 |
|
2024
Q3 | $635K | Hold |
3,309
| – | – | 0.1% | 58 |
|
2024
Q2 | $608K | Hold |
3,309
| – | – | 0.11% | 58 |
|
2024
Q1 | $644K | Buy |
3,309
+1,156
| +54% | +$225K | 0.11% | 52 |
|
2023
Q4 | $401K | Sell |
2,153
-1,156
| -35% | -$216K | 0.08% | 66 |
|
2023
Q3 | $662K | Sell |
3,309
-36
| -1% | -$7.2K | 0.14% | 44 |
|
2023
Q2 | $835K | Buy |
3,345
+40
| +1% | +$9.99K | 0.16% | 41 |
|
2023
Q1 | $841K | Sell |
3,305
-128
| -4% | -$32.6K | 0.17% | 41 |
|
2022
Q4 | $795K | Buy |
3,433
+1,152
| +51% | +$267K | 0.17% | 40 |
|
2022
Q3 | $491K | Sell |
2,281
-1,152
| -34% | -$248K | 0.12% | 44 |
|
2022
Q2 | $739K | Buy |
3,433
+1,152
| +51% | +$248K | 0.17% | 43 |
|
2022
Q1 | $494K | Hold |
2,281
| – | – | 0.1% | 53 |
|
2021
Q4 | $441K | Hold |
2,281
| – | – | 0.08% | 86 |
|
2021
Q3 | $386K | Hold |
2,281
| – | – | 0.07% | 96 |
|
2021
Q2 | $397K | Hold |
2,281
| – | – | 0.07% | 99 |
|
2021
Q1 | $361K | Hold |
2,281
| – | – | 0.07% | 96 |
|
2020
Q4 | $347K | Hold |
2,281
| – | – | 0.07% | 89 |
|
2020
Q3 | $327K | Hold |
2,281
| – | – | 0.08% | 84 |
|
2020
Q2 | $296K | Hold |
2,281
| – | – | 0.08% | 93 |
|
2020
Q1 | $302K | Hold |
2,281
| – | – | 0.1% | 77 |
|
2019
Q4 | $335K | Hold |
2,281
| – | – | 0.09% | 82 |
|
2019
Q3 | $354K | Hold |
2,281
| – | – | 0.11% | 60 |
|
2019
Q2 | $306K | Buy |
2,281
+21
| +0.9% | +$2.82K | 0.1% | 69 |
|
2019
Q1 | $260K | Hold |
2,260
| – | – | 0.1% | 72 |
|
2018
Q4 | $242K | Hold |
2,260
| – | – | 0.1% | 71 |
|
2018
Q3 | $231K | Hold |
2,260
| – | – | 0.08% | 84 |
|
2018
Q2 | $210K | Sell |
2,260
-19
| -0.8% | -$1.77K | 0.08% | 79 |
|
2018
Q1 | $226K | Buy |
2,279
+24
| +1% | +$2.38K | 0.09% | 81 |
|
2017
Q4 | $256K | Hold |
2,255
| – | – | 0.1% | 66 |
|
2017
Q3 | $246K | Hold |
2,255
| – | – | 0.11% | 61 |
|
2017
Q2 | $242K | Hold |
2,255
| – | – | 0.12% | 57 |
|
2017
Q1 | $246K | Hold |
2,255
| – | – | 0.13% | 49 |
|
2016
Q4 | $233K | Hold |
2,255
| – | – | 0.13% | 42 |
|
2016
Q3 | $216K | Hold |
2,255
| – | – | 0.14% | 49 |
|
2016
Q2 | $256K | Hold |
2,255
| – | – | 0.18% | 38 |
|
2016
Q1 | $208K | Hold |
2,255
| – | – | 0.16% | 51 |
|
2015
Q4 | $201K | Hold |
2,255
| – | – | 0.16% | 46 |
|
2015
Q3 | $207K | Hold |
2,255
| – | – | 0.19% | 44 |
|
2015
Q2 | $200K | Hold |
2,255
| – | – | 0.17% | 48 |
|
2015
Q1 | $228K | Hold |
2,255
| – | – | 0.2% | 44 |
|
2014
Q4 | $234K | Hold |
2,255
| – | – | 0.22% | 45 |
|
2014
Q3 | $215K | Hold |
2,255
| – | – | 0.19% | 49 |
|
2014
Q2 | $219K | Buy |
2,255
+55
| +3% | +$5.34K | 0.2% | 49 |
|
2014
Q1 | $229K | Hold |
2,200
| – | – | 0.2% | 46 |
|
2013
Q4 | $214K | Buy |
+2,200
| New | +$214K | 0.18% | 54 |
|