Valley National Advisers’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
62
+2
| +3% | +$323 | ﹤0.01% | 556 |
|
|
2025
Q1 | $10K | Buy |
60
+6
| +11% | +$1K | ﹤0.01% | 564 |
|
|
2024
Q4 | $9K | Sell |
54
-23
| -30% | -$3.83K | ﹤0.01% | 557 |
|
|
2024
Q3 | $14K | Sell |
77
-33
| -30% | -$6K | ﹤0.01% | 482 |
|
|
2024
Q2 | $20K | Buy |
110
+41
| +59% | +$7.46K | ﹤0.01% | 509 |
|
|
2024
Q1 | $13K | Buy |
69
+15
| +28% | +$2.83K | ﹤0.01% | 591 |
|
|
2023
Q4 | $10K | Hold |
54
| – | – | ﹤0.01% | 662 |
|
|
2023
Q3 | $11K | Buy |
54
+8
| +17% | +$1.63K | ﹤0.01% | 580 |
|
|
2023
Q2 | $12K | Buy |
46
+15
| +48% | +$3.91K | ﹤0.01% | 569 |
|
|
2023
Q1 | $8K | Buy |
31
+5
| +19% | +$1.29K | ﹤0.01% | 621 |
|
|
2022
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 650 |
|
|
2022
Q2 | $6K | Hold |
26
| – | – | ﹤0.01% | 642 |
|
|
2022
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 675 |
|
|
2021
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 688 |
|
|
2021
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 696 |
|
|
2021
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 669 |
|
|
2021
Q1 | $4K | Sell |
26
-75
| -74% | -$11.5K | ﹤0.01% | 653 |
|
|
2020
Q4 | $15K | Hold |
101
| – | – | ﹤0.01% | 473 |
|
|
2020
Q3 | $14K | Buy |
101
+26
| +35% | +$3.6K | ﹤0.01% | 439 |
|
|
2020
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 476 |
|
|
2020
Q1 | $10K | Hold |
75
| – | – | ﹤0.01% | 467 |
|
|
2019
Q4 | $11K | Hold |
75
| – | – | ﹤0.01% | 514 |
|
|
2019
Q3 | $12K | Hold |
75
| – | – | ﹤0.01% | 488 |
|
|
2019
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 482 |
|
|
2019
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 487 |
|
|
2018
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 473 |
|
|
2018
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 456 |
|
|
2018
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 448 |
|
|
2018
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 434 |
|
|
2017
Q4 | $9K | Hold |
75
| – | – | ﹤0.01% | 420 |
|
|
2017
Q3 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 431 |
|