Valley Forge Investment Consultants’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Hold |
3,850
| – | – | 0.2% | 45 |
|
|
2025
Q1 | $658K | Hold |
3,850
| – | – | 0.23% | 37 |
|
|
2024
Q4 | $652K | Hold |
3,850
| – | – | 0.22% | 40 |
|
|
2024
Q3 | $738K | Hold |
3,850
| – | – | 0.26% | 34 |
|
|
2024
Q2 | $708K | Sell |
3,850
-55
| -1% | -$10.1K | 0.27% | 31 |
|
|
2024
Q1 | $760K | Hold |
3,905
| – | – | 0.3% | 30 |
|
|
2023
Q4 | $728K | Hold |
3,905
| – | – | 0.32% | 31 |
|
|
2023
Q3 | $781K | Hold |
3,905
| – | – | 0.36% | 32 |
|
|
2023
Q2 | $975K | Sell |
3,905
-20
| -0.5% | -$4.99K | 0.48% | 23 |
|
|
2023
Q1 | $999K | Hold |
3,925
| – | – | 0.52% | 22 |
|
|
2022
Q4 | $909K | Sell |
3,925
-43
| -1% | -$9.96K | 0.48% | 23 |
|
|
2022
Q3 | $875K | Hold |
3,968
| – | – | 0.48% | 25 |
|
|
2022
Q2 | $854K | Hold |
3,968
| – | – | 0.43% | 28 |
|
|
2022
Q1 | $860K | Hold |
3,968
| – | – | 0.35% | 33 |
|
|
2021
Q4 | $768K | Sell |
3,968
-15
| -0.4% | -$2.9K | 0.34% | 37 |
|
|
2021
Q3 | $674K | Sell |
3,983
-30
| -0.7% | -$5.08K | 0.36% | 37 |
|
|
2021
Q2 | $699K | Buy |
+4,013
| New | +$699K | 0.38% | 35 |
|