WBI Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,637
| Closed | -$2.67M | – | 295 |
|
|
2025
Q1 | $2.67M | Buy |
+15,637
| New | +$2.67M | 0.7% | 34 |
|
|
2023
Q3 | – | Sell |
-6,662
| Closed | -$1.66M | – | 204 |
|
|
2023
Q2 | $1.66M | Sell |
6,662
-7,631
| -53% | -$1.91M | 0.3% | 99 |
|
|
2023
Q1 | $3.64M | Buy |
+14,293
| New | +$3.64M | 0.73% | 29 |
|
|
2022
Q1 | – | Sell |
-14,202
| Closed | -$2.71M | – | 204 |
|
|
2021
Q4 | $2.71M | Buy |
14,202
+11,845
| +503% | +$2.26M | 0.43% | 61 |
|
|
2021
Q3 | $370K | Sell |
2,357
-131
| -5% | -$20.6K | 0.06% | 146 |
|
|
2021
Q2 | $433K | Buy |
+2,488
| New | +$433K | 0.07% | 130 |
|
|
2021
Q1 | – | Sell |
-10,166
| Closed | -$1.55M | – | 205 |
|
|
2020
Q4 | $1.55M | Buy |
+10,166
| New | +$1.55M | 0.23% | 84 |
|
|
2020
Q1 | – | Sell |
-29,817
| Closed | -$4.38M | – | 146 |
|
|
2019
Q4 | $4.38M | Buy |
+29,817
| New | +$4.38M | 0.47% | 48 |
|
|
2019
Q2 | – | Sell |
-69,241
| Closed | -$7.95M | – | 245 |
|
|
2019
Q1 | $7.95M | Sell |
69,241
-1,694
| -2% | -$195K | 0.61% | 38 |
|
|
2018
Q4 | $7.6M | Buy |
+70,935
| New | +$7.6M | 0.86% | 22 |
|
|
2018
Q1 | – | Sell |
-141,452
| Closed | -$16.1M | – | 242 |
|
|
2017
Q4 | $16.1M | Buy |
141,452
+23,612
| +20% | +$2.68M | 0.74% | 36 |
|
|
2017
Q3 | $12.9M | Buy |
+117,840
| New | +$12.9M | 0.57% | 44 |
|
|
2015
Q4 | – | Sell |
-65,842
| Closed | -$6.05M | – | 227 |
|
|
2015
Q3 | $6.05M | Buy |
65,842
+3,256
| +5% | +$299K | 0.21% | 70 |
|
|
2015
Q2 | $5.56M | Buy |
+62,586
| New | +$5.56M | 0.14% | 121 |
|
|
2015
Q1 | – | Sell |
-435,199
| Closed | -$45.2M | – | 242 |
|
|
2014
Q4 | $45.2M | Buy |
435,199
+52,195
| +14% | +$5.42M | 1.23% | 27 |
|
|
2014
Q3 | $36.6M | Buy |
+383,004
| New | +$36.6M | 1.08% | 34 |
|