UMB Bank’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Buy |
53,397
+755
| +1% | +$159K | 0.16% | 113 |
|
|
2025
Q4 | $9.58M | Sell |
52,642
-32
| -0.1% | -$5.85K | 0.13% | 129 |
|
|
2025
Q3 | $9.85M | Buy |
52,674
+430
| +0.8% | +$78.1K | 0.15% | 113 |
|
|
2025
Q2 | $8.67M | Buy |
52,244
+5,467
| +12% | +$901K | 0.14% | 120 |
|
|
2025
Q1 | $8M | Buy |
46,777
+32,422
| +226% | +$5.31M | 0.13% | 120 |
|
|
2024
Q4 | $2.43M | Sell |
14,355
-857
| -6% | -$154K | 0.04% | 225 |
|
|
2024
Q3 | $2.92M | Buy |
15,212
+822
| +6% | +$160K | 0.05% | 203 |
|
|
2024
Q2 | $2.65M | Buy |
14,390
+8,996
| +167% | +$1.74M | 0.04% | 212 |
|
|
2024
Q1 | $1.05M | Hold |
5,394
| – | – | 0.02% | 321 |
|
|
2023
Q4 | $1.01M | Sell |
5,394
-150
| -3% | -$28.4K | 0.01% | 332 |
|
|
2023
Q3 | $1.11M | Sell |
5,544
-2,381
| -30% | -$533K | 0.02% | 305 |
|
|
2023
Q2 | $1.98M | Sell |
7,925
-17
| -0.2% | -$4.46K | 0.03% | 257 |
|
|
2023
Q1 | $2.02M | Sell |
7,942
-161
| -2% | -$37.8K | 0.03% | 258 |
|
|
2022
Q4 | $1.88M | Sell |
8,103
-1,860
| -19% | -$429K | 0.03% | 266 |
|
|
2022
Q3 | $2.2M | Sell |
9,963
-878
| -8% | -$197K | 0.04% | 250 |
|
|
2022
Q2 | $2.33M | Hold |
10,841
| – | – | 0.04% | 262 |
|
|
2022
Q1 | $2.35M | Sell |
10,841
-3
| -0% | -$609 | 0.03% | 279 |
|
|
2021
Q4 | $2.1M | Buy |
10,844
+3,791
| +54% | +$686K | 0.03% | 296 |
|
|
2021
Q3 | $1.19M | Sell |
7,053
-33
| -0.5% | -$5.83K | 0.03% | 226 |
|
|
2021
Q2 | $1.24M | Hold |
7,086
| – | – | 0.03% | 223 |
|
|
2021
Q1 | $1.12M | Sell |
7,086
-12
| -0.2% | -$1.81K | 0.03% | 217 |
|
|
2020
Q4 | $1.08M | Buy |
7,098
+34
| +0.5% | +$5.03K | 0.03% | 214 |
|
|
2020
Q3 | $915K | Hold |
7,064
| – | – | 0.03% | 211 |
|
|
2020
Q2 | $915K | Sell |
7,064
-106
| -1% | -$14.3K | 0.03% | 211 |
|
|
2020
Q1 | $950K | Buy |
7,170
+7
| +0.1% | +$1.03K | 0.03% | 207 |
|
|
2019
Q4 | $1.05M | Buy |
7,163
+7
| +0.1% | +$1.04K | 0.03% | 214 |
|
|
2019
Q3 | $1.11K | Sell |
7,156
-2
| -0% | -$302 | 0.03% | 213 |
|
|
2019
Q2 | $959 | Sell |
7,158
-224
| -3% | -$28.5K | 0.02% | 216 |
|
|
2019
Q1 | $848K | Hold |
7,382
| – | – | 0.03% | 222 |
|
|
2018
Q4 | $791 | Hold |
7,382
| – | – | 0.02% | 215 |
|
|
2018
Q3 | $753K | Buy |
7,382
+687
| +10% | +$67.9K | 0.02% | 232 |
|
|
2018
Q2 | $623K | Buy |
6,695
+48
| +0.7% | +$4.48K | 0.02% | 239 |
|
|
2018
Q1 | $658K | Sell |
6,647
-283
| -4% | -$29.2K | 0.02% | 232 |
|
|
2017
Q4 | $787K | Sell |
6,930
-16
| -0.2% | -$1.76K | 0.03% | 217 |
|
|
2017
Q3 | $758K | Buy |
6,946
+5
| +0.1% | +$533 | 0.03% | 218 |
|
|
2017
Q2 | $746K | Hold |
6,941
| – | – | 0.03% | 214 |
|
|
2017
Q1 | $758K | Hold |
6,941
| – | – | 0.03% | 209 |
|
|
2016
Q4 | $718K | Hold |
6,941
| – | – | 0.03% | 213 |
|
|
2016
Q3 | $663K | Sell |
6,941
-977
| -12% | -$103K | 0.03% | 218 |
|
|
2016
Q2 | $899K | Hold |
7,918
| – | – | 0.04% | 201 |
|
|
2016
Q1 | $730K | Sell |
7,918
-265
| -3% | -$23.6K | 0.03% | 205 |
|
|
2015
Q4 | $731K | Hold |
8,183
| – | – | 0.03% | 213 |
|
|
2015
Q3 | $752K | Hold |
8,183
| – | – | 0.04% | 171 |
|
|
2015
Q2 | $727 | Sell |
8,183
-6
| -0.1% | -$566 | 0.03% | 188 |
|
|
2015
Q1 | $826 | Hold |
8,189
| – | – | 0.04% | 186 |
|
|
2014
Q4 | $851K | Buy |
8,189
+6
| +0.1% | +$584 | 0.04% | 184 |
|
|
2014
Q3 | $781 | Hold |
8,183
| – | – | 0.04% | 183 |
|
|
2014
Q2 | $797K | Sell |
8,183
-847
| -9% | -$83.1K | 0.04% | 187 |
|
|
2014
Q1 | $943K | Buy |
9,030
+2,750
| +44% | +$281K | 0.05% | 172 |
|
|
2013
Q4 | $611 | Sell |
6,280
-71
| -1% | -$6.83K | 0.03% | 196 |
|
|
2013
Q3 | $588 | Sell |
6,351
-400
| -6% | -$37.3K | 0.03% | 199 |
|
|
2013
Q2 | $602 | Buy |
+6,751
| New | +$596K | 0.04% | 192 |
|
Other funds holding HSY
VCM
VPM
