Vertex Planning Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
1,257
+3
| +0.2% | +$498 | 0.04% | 183 |
|
|
2025
Q1 | $215K | Sell |
1,254
-49
| -4% | -$8.38K | 0.05% | 175 |
|
|
2024
Q4 | $221K | Buy |
1,303
+53
| +4% | +$8.98K | 0.05% | 173 |
|
|
2024
Q3 | $240K | Buy |
1,250
+2
| +0.2% | +$384 | 0.06% | 148 |
|
|
2024
Q2 | $229K | Buy |
1,248
+3
| +0.2% | +$551 | 0.06% | 138 |
|
|
2024
Q1 | $242K | Sell |
1,245
-62
| -5% | -$12.1K | 0.07% | 142 |
|
|
2023
Q4 | $244K | Buy |
1,307
+68
| +5% | +$12.7K | 0.07% | 141 |
|
|
2023
Q3 | $248K | Buy |
1,239
+4
| +0.3% | +$801 | 0.09% | 116 |
|
|
2023
Q2 | $308K | Sell |
1,235
-120
| -9% | -$30K | 0.11% | 104 |
|
|
2023
Q1 | $345K | Sell |
1,355
-67
| -5% | -$17K | 0.13% | 81 |
|
|
2022
Q4 | $329K | Buy |
+1,422
| New | +$329K | 0.13% | 98 |
|