Van Hulzen Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
3,543
+897
| +34% | +$149K | 0.05% | 203 |
|
|
2025
Q1 | $453K | Sell |
2,646
-29,783
| -92% | -$5.09M | 0.04% | 219 |
|
|
2024
Q4 | $5.49M | Sell |
32,429
-105,768
| -77% | -$17.9M | 0.4% | 63 |
|
|
2024
Q3 | $26.5M | Sell |
138,197
-17,096
| -11% | -$3.28M | 1.92% | 10 |
|
|
2024
Q2 | $28.5M | Buy |
155,293
+1,910
| +1% | +$351K | 1.91% | 10 |
|
|
2024
Q1 | $29.8M | Buy |
153,383
+53,054
| +53% | +$10.3M | 1.97% | 9 |
|
|
2023
Q4 | $18.7M | Sell |
100,329
-23,045
| -19% | -$4.3M | 1.32% | 23 |
|
|
2023
Q3 | $24.7M | Buy |
123,374
+6,492
| +6% | +$1.3M | 1.9% | 10 |
|
|
2023
Q2 | $29.2M | Buy |
116,882
+8,597
| +8% | +$2.15M | 2.49% | 6 |
|
|
2023
Q1 | $27.5M | Buy |
108,285
+32,396
| +43% | +$8.24M | 2.59% | 6 |
|
|
2022
Q4 | $17.6M | Buy |
+75,889
| New | +$17.6M | 2.03% | 10 |
|
|
2020
Q3 | – | Sell |
-2,845
| Closed | -$369K | – | 273 |
|
|
2020
Q2 | $369K | Buy |
+2,845
| New | +$369K | 0.06% | 165 |
|
|
2017
Q2 | – | Sell |
-4,665
| Closed | -$510K | – | 143 |
|
|
2017
Q1 | $510K | Sell |
4,665
-20,222
| -81% | -$2.21M | 0.23% | 79 |
|
|
2016
Q4 | $2.57M | Sell |
24,887
-584
| -2% | -$60.4K | 1.19% | 32 |
|
|
2016
Q3 | $2.44M | Buy |
25,471
+2,470
| +11% | +$236K | 1.32% | 28 |
|
|
2016
Q2 | $2.61M | Sell |
23,001
-1,499
| -6% | -$170K | 1.49% | 23 |
|
|
2016
Q1 | $2.26M | Buy |
+24,500
| New | +$2.26M | 1.28% | 25 |
|
|
2015
Q1 | – | Sell |
-2,701
| Closed | -$281K | – | 141 |
|
|
2014
Q4 | $281K | Buy |
+2,701
| New | +$281K | 0.19% | 93 |
|