Valley Brook Capital Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
1,720
| – | – | 0.21% | 93 |
|
|
2025
Q1 | $294K | Sell |
1,720
-810
| -32% | -$139K | 0.23% | 92 |
|
|
2024
Q4 | $428K | Sell |
2,530
-1,327
| -34% | -$225K | 0.32% | 71 |
|
|
2024
Q3 | $740K | Sell |
3,857
-210
| -5% | -$40.3K | 0.53% | 53 |
|
|
2024
Q2 | $748K | Buy |
4,067
+61
| +2% | +$11.2K | 0.58% | 50 |
|
|
2024
Q1 | $779K | Buy |
4,006
+315
| +9% | +$61.3K | 0.62% | 49 |
|
|
2023
Q4 | $688K | Buy |
3,691
+495
| +15% | +$92.3K | 0.6% | 50 |
|
|
2023
Q3 | $639K | Buy |
3,196
+1
| +0% | +$200 | 0.63% | 54 |
|
|
2023
Q2 | $798K | Hold |
3,195
| – | – | 0.74% | 44 |
|
|
2023
Q1 | $813K | Sell |
3,195
-102
| -3% | -$26K | 0.75% | 42 |
|
|
2022
Q4 | $763K | Buy |
3,297
+1
| +0% | +$232 | 0.73% | 41 |
|
|
2022
Q3 | $726K | Hold |
3,296
| – | – | 0.79% | 40 |
|
|
2022
Q2 | $709K | Hold |
3,296
| – | – | 0.73% | 40 |
|
|
2022
Q1 | $714K | Buy |
3,296
+85
| +3% | +$18.4K | 0.62% | 46 |
|
|
2021
Q4 | $621K | Hold |
3,211
| – | – | 0.54% | 53 |
|
|
2021
Q3 | $543K | Sell |
3,211
-35
| -1% | -$5.92K | 0.54% | 58 |
|
|
2021
Q2 | $565K | Hold |
3,246
| – | – | 0.54% | 55 |
|
|
2021
Q1 | $513K | Buy |
3,246
+208
| +7% | +$32.9K | 0.46% | 53 |
|
|
2020
Q4 | $462K | Buy |
+3,038
| New | +$462K | 0.46% | 54 |
|