Vaughan David Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $285K | Sell |
1,370
-4
| -0.3% | -$844 | 0.01% | 202 |
|
|
2025
Q4 | $250K | Buy |
1,374
+4
| +0.3% | +$731 | 0.01% | 209 |
|
|
2025
Q3 | $256K | Hold |
1,370
| – | – | 0.01% | 208 |
|
|
2025
Q2 | $227K | Hold |
1,370
| – | – | 0.01% | 217 |
|
|
2025
Q1 | $234K | Hold |
1,370
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $232K | Sell |
1,370
-24
| -2% | -$4.3K | 0.01% | 196 |
|
|
2024
Q3 | $267K | Hold |
1,394
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $256K | Sell |
1,394
-179
| -11% | -$34.6K | 0.01% | 190 |
|
|
2024
Q1 | $306K | Buy |
1,573
+179
| +13% | +$34.5K | 0.01% | 185 |
|
|
2023
Q4 | $260K | Buy |
1,394
+5
| +0.4% | +$947 | 0.01% | 182 |
|
|
2023
Q3 | $278K | Buy |
1,389
+19
| +1% | +$4.25K | 0.01% | 172 |
|
|
2023
Q2 | $342K | Hold |
1,370
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $349K | Hold |
1,370
| – | – | 0.01% | 163 |
|
|
2022
Q4 | $317K | Sell |
1,370
-13
| -0.9% | -$3K | 0.01% | 161 |
|
|
2022
Q3 | $305K | Hold |
1,383
| – | – | 0.01% | 162 |
|
|
2022
Q2 | $298K | Hold |
1,383
| – | – | 0.01% | 161 |
|
|
2022
Q1 | $300K | Sell |
1,383
-6
| -0.4% | -$1.22K | 0.01% | 168 |
|
|
2021
Q4 | $269K | Hold |
1,389
| – | – | 0.01% | 182 |
|
|
2021
Q3 | $235K | Hold |
1,389
| – | – | 0.01% | 179 |
|
|
2021
Q2 | $242K | Hold |
1,389
| – | – | 0.01% | 187 |
|
|
2021
Q1 | $220K | Hold |
1,389
| – | – | 0.01% | 187 |
|
|
2020
Q4 | $212K | Buy |
+1,389
| New | +$206K | 0.01% | 181 |
|
|
2020
Q1 | – | Sell |
-1,541
| Closed | -$226K | – | 180 |
|
|
2019
Q4 | $226K | Sell |
1,541
-240
| -13% | -$35.6K | 0.01% | 175 |
|
|
2019
Q3 | $276K | Sell |
1,781
-41
| -2% | -$6.19K | 0.01% | 169 |
|
|
2019
Q2 | $244K | Sell |
1,822
-134
| -7% | -$17K | 0.01% | 175 |
|
|
2019
Q1 | $225K | Sell |
1,956
-84
| -4% | -$9.15K | 0.01% | 172 |
|
|
2018
Q4 | $219K | Buy |
+2,040
| New | +$217K | 0.01% | 171 |
|
|
2018
Q2 | – | Sell |
-2,040
| Closed | -$202K | – | 178 |
|
|
2018
Q1 | $202K | Hold |
2,040
| – | – | 0.01% | 181 |
|
|
2017
Q4 | $232K | Hold |
2,040
| – | – | 0.01% | 170 |
|
|
2017
Q3 | $223K | Hold |
2,040
| – | – | 0.01% | 159 |
|
|
2017
Q2 | $219K | Sell |
2,040
-300
| -13% | -$33.1K | 0.01% | 160 |
|
|
2017
Q1 | $256K | Hold |
2,340
| – | – | 0.01% | 148 |
|
|
2016
Q4 | $242K | Hold |
2,340
| – | – | 0.01% | 148 |
|
|
2016
Q3 | $224K | Sell |
2,340
-100
| -4% | -$10.6K | 0.01% | 148 |
|
|
2016
Q2 | $277K | Hold |
2,440
| – | – | 0.02% | 141 |
|
|
2016
Q1 | $225K | Hold |
2,440
| – | – | 0.01% | 150 |
|
|
2015
Q4 | $218K | Hold |
2,440
| – | – | 0.01% | 151 |
|
|
2015
Q3 | $224K | Hold |
2,440
| – | – | 0.01% | 144 |
|
|
2015
Q2 | $217K | Sell |
2,440
-85
| -3% | -$8.02K | 0.01% | 147 |
|
|
2015
Q1 | $255K | Sell |
2,525
-25
| -1% | -$2.61K | 0.02% | 143 |
|
|
2014
Q4 | $265K | Sell |
2,550
-50
| -2% | -$4.87K | 0.02% | 143 |
|
|
2014
Q3 | $248K | Sell |
2,600
-74
| -3% | -$6.85K | 0.02% | 139 |
|
|
2014
Q2 | $260K | Buy |
2,674
+424
| +19% | +$41.6K | 0.02% | 141 |
|
|
2014
Q1 | $235K | Sell |
2,250
-250
| -10% | -$25.6K | 0.01% | 142 |
|
|
2013
Q4 | $243K | Hold |
2,500
| – | – | 0.02% | 137 |
|
|
2013
Q3 | $231K | Sell |
2,500
-23
| -0.9% | -$2.14K | 0.02% | 139 |
|
|
2013
Q2 | $225K | Buy |
+2,523
| New | +$223K | 0.02% | 132 |
|
Other funds holding HSY
VCM
VPM
