TCV Trust & Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
1,550
| – | – | 0.02% | 189 |
|
|
2025
Q1 | $265K | Hold |
1,550
| – | – | 0.02% | 177 |
|
|
2024
Q4 | $262K | Hold |
1,550
| – | – | 0.02% | 175 |
|
|
2024
Q3 | $297K | Sell |
1,550
-43
| -3% | -$8.25K | 0.03% | 163 |
|
|
2024
Q2 | $293K | Hold |
1,593
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $310K | Hold |
1,593
| – | – | 0.03% | 165 |
|
|
2023
Q4 | $297K | Buy |
1,593
+14
| +0.9% | +$2.61K | 0.03% | 163 |
|
|
2023
Q3 | $316K | Hold |
1,579
| – | – | 0.03% | 154 |
|
|
2023
Q2 | $394K | Buy |
1,579
+75
| +5% | +$18.7K | 0.04% | 145 |
|
|
2023
Q1 | $383K | Hold |
1,504
| – | – | 0.04% | 148 |
|
|
2022
Q4 | $348K | Hold |
1,504
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $331K | Sell |
1,504
-46
| -3% | -$10.1K | 0.04% | 148 |
|
|
2022
Q2 | $333K | Hold |
1,550
| – | – | 0.04% | 156 |
|
|
2022
Q1 | $336K | Sell |
1,550
-1,600
| -51% | -$347K | 0.04% | 167 |
|
|
2021
Q4 | $609K | Hold |
3,150
| – | – | 0.06% | 133 |
|
|
2021
Q3 | $533K | Buy |
3,150
+1,600
| +103% | +$271K | 0.06% | 137 |
|
|
2021
Q2 | $267K | Sell |
1,550
-65
| -4% | -$11.2K | 0.03% | 165 |
|
|
2021
Q1 | $255K | Hold |
1,615
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $246K | Hold |
1,615
| – | – | 0.03% | 166 |
|
|
2020
Q3 | $231K | Hold |
1,615
| – | – | 0.03% | 167 |
|
|
2020
Q2 | $210K | Sell |
1,615
-25
| -2% | -$3.25K | 0.03% | 169 |
|
|
2020
Q1 | $218K | Sell |
1,640
-1,000
| -38% | -$133K | 0.04% | 159 |
|
|
2019
Q4 | $388K | Hold |
2,640
| – | – | 0.05% | 143 |
|
|
2019
Q3 | $410K | Hold |
2,640
| – | – | 0.05% | 142 |
|
|
2019
Q2 | $354K | Sell |
2,640
-125
| -5% | -$16.8K | 0.05% | 152 |
|
|
2019
Q1 | $318K | Sell |
2,765
-500
| -15% | -$57.5K | 0.04% | 163 |
|
|
2018
Q4 | $350K | Hold |
3,265
| – | – | 0.05% | 158 |
|
|
2018
Q3 | $333K | Hold |
3,265
| – | – | 0.04% | 165 |
|
|
2018
Q2 | $304K | Buy |
+3,265
| New | +$304K | 0.04% | 168 |
|
|
2018
Q1 | – | Sell |
-1,865
| Closed | -$212K | – | 203 |
|
|
2017
Q4 | $212K | Hold |
1,865
| – | – | 0.03% | 191 |
|
|
2017
Q3 | $203K | Hold |
1,865
| – | – | 0.03% | 194 |
|
|
2017
Q2 | $200K | Hold |
1,865
| – | – | 0.03% | 187 |
|
|
2017
Q1 | $204K | Buy |
+1,865
| New | +$204K | 0.03% | 186 |
|
|
2016
Q3 | – | Sell |
-1,865
| Closed | -$212K | – | 166 |
|
|
2016
Q2 | $212K | Buy |
+1,865
| New | +$212K | 0.04% | 157 |
|