Tortoise Investment 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 | $76.3K | Buy |
460
+6
| +1% | +$995 | 0.01% | 326 |
|
|
2025
Q1 | $77.6K | Hold |
454
| – | – | 0.01% | 316 |
|
|
2024
Q4 | $76.9K | Sell |
454
-71
| -14% | -$12K | 0.01% | 344 |
|
|
2024
Q3 | $101K | Sell |
525
-23
| -4% | -$4.41K | 0.01% | 315 |
|
|
2024
Q2 | $101K | Sell |
548
-13
| -2% | -$2.39K | 0.01% | 298 |
|
|
2024
Q1 | $109K | Hold |
561
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $105K | Hold |
561
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $112K | Hold |
561
| – | – | 0.02% | 261 |
|
|
2023
Q2 | $140K | Hold |
561
| – | – | 0.02% | 240 |
|
|
2023
Q1 | $143K | Hold |
561
| – | – | 0.02% | 223 |
|
|
2022
Q4 | $130K | Buy |
561
+2
| +0.4% | +$463 | 0.02% | 232 |
|
|
2022
Q3 | $123K | Buy |
+559
| New | +$123K | 0.02% | 227 |
|
|
2014
Q3 | – | Sell |
-30
| Closed | -$3K | – | 402 |
|
|
2014
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 365 |
|
|
2013
Q4 | – | Sell |
-102
| Closed | -$9K | – | 335 |
|
|
2013
Q3 | $9K | Hold |
102
| – | – | 0.01% | 236 |
|
|
2013
Q2 | $9K | Buy |
+102
| New | +$9K | 0.01% | 232 |
|