Welch & Forbes’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
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|
2025
Q1 | $701K | Sell |
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|
2024
Q4 | $796K | Sell |
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|
2024
Q3 | $906K | Hold |
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|
2024
Q2 | $864K | Hold |
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|
2024
Q1 | $919K | Buy |
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|
2023
Q4 | $877K | Hold |
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|
2023
Q3 | $941K | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.23M | Hold |
|
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|
2022
Q4 | $1.12M | Hold |
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|
2022
Q3 | $1.07M | Hold |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $888K | Sell |
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|
2021
Q4 | $796K | Hold |
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|
2021
Q3 | $696K | Hold |
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|
2021
Q2 | $716K | Hold |
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|
2021
Q1 | $650K | Hold |
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|
2020
Q4 | $627K | Hold |
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|
2020
Q3 | $590K | Buy |
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|
2020
Q2 | $531K | Hold |
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|
2020
Q1 | $543K | Hold |
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|
2019
Q4 | $603K | Hold |
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|
2019
Q3 | $635K | Hold |
|
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|
2019
Q2 | $550K | Hold |
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|
2019
Q1 | $471K | Hold |
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|
2018
Q4 | $439K | Hold |
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|
2018
Q3 | $418K | Hold |
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|
2018
Q2 | $382K | Hold |
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|
2018
Q1 | $406K | Sell |
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|
2017
Q4 | $482K | Buy |
|
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|
2017
Q3 | $448K | Hold |
|
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|
2017
Q2 | $440K | Sell |
|
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|
2017
Q1 | $449K | Buy |
|
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|
2016
Q4 | $424K | Hold |
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|
2016
Q3 | $392K | Hold |
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|
2016
Q2 | $465K | Hold |
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|
2016
Q1 | $378K | Buy |
|