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