Valeo Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
14,723
-93
| -0.6% | -$15.4K | 0.06% | 150 |
|
|
2025
Q1 | $2.53M | Buy |
14,816
+3,249
| +28% | +$556K | 0.07% | 126 |
|
|
2024
Q4 | $1.96M | Buy |
11,567
+360
| +3% | +$61K | 0.05% | 155 |
|
|
2024
Q3 | $2.15M | Sell |
11,207
-375
| -3% | -$71.9K | 0.06% | 144 |
|
|
2024
Q2 | $2.13M | Buy |
11,582
+1,265
| +12% | +$233K | 0.07% | 136 |
|
|
2024
Q1 | $1.94M | Buy |
10,317
+4,281
| +71% | +$805K | 0.07% | 148 |
|
|
2023
Q4 | $1.13M | Buy |
6,036
+1,466
| +32% | +$273K | 0.05% | 207 |
|
|
2023
Q3 | $914K | Buy |
4,570
+216
| +5% | +$43.2K | 0.04% | 226 |
|
|
2023
Q2 | $1.09M | Buy |
4,354
+916
| +27% | +$229K | 0.05% | 195 |
|
|
2023
Q1 | $875K | Buy |
3,438
+262
| +8% | +$66.7K | 0.04% | 236 |
|
|
2022
Q4 | $735K | Buy |
3,176
+119
| +4% | +$27.6K | 0.04% | 227 |
|
|
2022
Q3 | $674K | Buy |
3,057
+1
| +0% | +$220 | 0.04% | 215 |
|
|
2022
Q2 | $658K | Buy |
3,056
+8
| +0.3% | +$1.72K | 0.04% | 212 |
|
|
2022
Q1 | $660K | Sell |
3,048
-1
| -0% | -$217 | 0.03% | 259 |
|
|
2021
Q4 | $590K | Sell |
3,049
-11
| -0.4% | -$2.13K | 0.03% | 264 |
|
|
2021
Q3 | $518K | Buy |
3,060
+85
| +3% | +$14.4K | 0.03% | 279 |
|
|
2021
Q2 | $518K | Hold |
2,975
| – | – | 0.03% | 244 |
|
|
2021
Q1 | $471K | Buy |
2,975
+62
| +2% | +$9.82K | 0.02% | 276 |
|
|
2020
Q4 | $444K | Buy |
2,913
+269
| +10% | +$41K | 0.02% | 260 |
|
|
2020
Q3 | $379K | Buy |
2,644
+105
| +4% | +$15.1K | 0.03% | 217 |
|
|
2020
Q2 | $329K | Buy |
2,539
+29
| +1% | +$3.76K | 0.03% | 234 |
|
|
2020
Q1 | $361K | Buy |
2,510
+28
| +1% | +$4.03K | 0.04% | 207 |
|
|
2019
Q4 | $365K | Sell |
2,482
-1,169
| -32% | -$172K | 0.04% | 230 |
|
|
2019
Q3 | $566K | Sell |
3,651
-633
| -15% | -$98.1K | 0.06% | 163 |
|
|
2019
Q2 | $574K | Sell |
4,284
-85
| -2% | -$11.4K | 0.07% | 170 |
|
|
2019
Q1 | $502K | Sell |
4,369
-1,700
| -28% | -$195K | 0.06% | 177 |
|
|
2018
Q4 | $651K | Buy |
6,069
+8
| +0.1% | +$858 | 0.09% | 151 |
|
|
2018
Q3 | $649K | Buy |
6,061
+175
| +3% | +$18.7K | 0.09% | 153 |
|
|
2018
Q2 | $577K | Buy |
5,886
+1,585
| +37% | +$155K | 0.08% | 154 |
|
|
2018
Q1 | $426K | Buy |
4,301
+2,707
| +170% | +$268K | 0.07% | 167 |
|
|
2017
Q4 | $181K | Hold |
1,594
| – | – | 0.03% | 251 |
|
|
2017
Q3 | $174K | Buy |
+1,594
| New | +$174K | 0.04% | 212 |
|