Univest Financial’s Hershey HSY Stock Holding History

Univest Financial’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$685K	Sell	4,127 -305	-7%	-$50.6K	0.04%	175
2025 Q1	$758K	Sell	4,432 -68	-2%	-$11.6K	0.05%	172
2024 Q4	$762K	Buy	4,500 +68	+2%	+$11.5K	0.05%	171
2024 Q3	$850K	Buy	4,432 +1,405	+46%	+$269K	0.06%	161
2024 Q2	$556K	Hold	3,027	–	–	0.15%	67
2024 Q1	$589K	Sell	3,027 -5	-0.2%	-$973	0.17%	58
2023 Q4	$565K	Hold	3,032	–	–	0.17%	64
2023 Q3	$607K	Buy	3,032 +5	+0.2%	+$1K	0.2%	54
2023 Q2	$756K	Hold	3,027	–	–	0.23%	53
2023 Q1	$770K	Hold	3,027	–	–	0.24%	53
2022 Q4	$701K	Hold	3,027	–	–	0.22%	60
2022 Q3	$667K	Hold	3,027	–	–	0.22%	64
2022 Q2	$651K	Hold	3,027	–	–	0.21%	58
2022 Q1	$656K	Hold	3,027	–	–	0.18%	57
2021 Q4	$586K	Buy	3,027 +400	+15%	+$77.4K	0.15%	63
2021 Q3	$445K	Hold	2,627	–	–	0.12%	68
2021 Q2	$458K	Hold	2,627	–	–	0.13%	66
2021 Q1	$415K	Hold	2,627	–	–	0.12%	67
2020 Q4	$400K	Hold	2,627	–	–	0.12%	74
2020 Q3	$377K	Sell	2,627 -1,600	-38%	-$230K	0.12%	75
2020 Q2	$548K	Hold	4,227	–	–	0.18%	63
2020 Q1	$560K	Buy	4,227 +1,927	+84%	+$255K	0.22%	62
2019 Q4	$238K	Sell	2,300 -2,402	-51%	-$249K	0.1%	95
2019 Q3	$729K	Buy	4,702 +2,402	+104%	+$372K	0.23%	60
2019 Q2	$308K	Hold	2,300	–	–	0.1%	95
2019 Q1	$264K	Hold	2,300	–	–	0.09%	103
2018 Q4	$247K	Hold	2,300	–	–	0.09%	107
2018 Q3	$235K	Hold	2,300	–	–	0.07%	99
2018 Q2	$214K	Hold	2,300	–	–	0.09%	97
2018 Q1	$228K	Hold	2,300	–	–	0.1%	87
2017 Q4	$261K	Hold	2,300	–	–	0.11%	87
2017 Q3	$251K	Hold	2,300	–	–	0.11%	87
2017 Q2	$247K	Hold	2,300	–	–	0.1%	87
2017 Q1	$251K	Hold	2,300	–	–	0.11%	88
2016 Q4	$238K	Hold	2,300	–	–	0.1%	95
2016 Q3	$220K	Hold	2,300	–	–	0.1%	86
2016 Q2	$261K	Hold	2,300	–	–	0.12%	82
2016 Q1	$212K	Hold	2,300	–	–	0.1%	92
2015 Q4	$205K	Hold	2,300	–	–	0.09%	93
2015 Q3	$211K	Hold	2,300	–	–	0.1%	83
2015 Q2	$204K	Hold	2,300	–	–	0.09%	85
2015 Q1	$232K	Sell	2,300 -200	-8%	-$20.2K	0.1%	78
2014 Q4	$260K	Hold	2,500	–	–	0.11%	74
2014 Q3	$239K	Hold	2,500	–	–	0.11%	75
2014 Q2	$243K	Buy	2,500 +200	+9%	+$19.4K	0.11%	73
2014 Q1	$240K	Hold	2,300	–	–	0.12%	72
2013 Q4	$224K	Hold	2,300	–	–	0.11%	75
2013 Q3	$213K	Hold	2,300	–	–	0.11%	74
2013 Q2	$205K	Buy	+2,300	New	+$205K	0.11%	66