Welch & Forbes’s Hershey HSY Stock Holding History

Welch & Forbes’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$581K	Sell	3,500 -598	-15%	-$99.2K	0.01%	267
2025 Q1	$701K	Sell	4,098 -600	-13%	-$103K	0.01%	249
2024 Q4	$796K	Sell	4,698 -26	-0.6%	-$4.4K	0.01%	242
2024 Q3	$906K	Hold	4,724	–	–	0.01%	236
2024 Q2	$864K	Hold	4,724	–	–	0.01%	235
2024 Q1	$919K	Buy	4,724 +22	+0.5%	+$4.28K	0.01%	232
2023 Q4	$877K	Hold	4,702	–	–	0.01%	234
2023 Q3	$941K	Sell	4,702 -160	-3%	-$32K	0.02%	229
2023 Q2	$1.21M	Buy	4,862 +26	+0.5%	+$6.49K	0.02%	211
2023 Q1	$1.23M	Hold	4,836	–	–	0.02%	208
2022 Q4	$1.12M	Hold	4,836	–	–	0.02%	218
2022 Q3	$1.07M	Hold	4,836	–	–	0.02%	213
2022 Q2	$1.04M	Buy	4,836 +736	+18%	+$158K	0.02%	222
2022 Q1	$888K	Sell	4,100 -14	-0.3%	-$3.03K	0.01%	241
2021 Q4	$796K	Hold	4,114	–	–	0.01%	251
2021 Q3	$696K	Hold	4,114	–	–	0.01%	256
2021 Q2	$716K	Hold	4,114	–	–	0.01%	257
2021 Q1	$650K	Hold	4,114	–	–	0.01%	252
2020 Q4	$627K	Hold	4,114	–	–	0.01%	251
2020 Q3	$590K	Buy	4,114 +14	+0.3%	+$2.01K	0.01%	234
2020 Q2	$531K	Hold	4,100	–	–	0.01%	242
2020 Q1	$543K	Hold	4,100	–	–	0.02%	229
2019 Q4	$603K	Hold	4,100	–	–	0.01%	246
2019 Q3	$635K	Hold	4,100	–	–	0.02%	244
2019 Q2	$550K	Hold	4,100	–	–	0.01%	248
2019 Q1	$471K	Hold	4,100	–	–	0.01%	262
2018 Q4	$439K	Hold	4,100	–	–	0.01%	257
2018 Q3	$418K	Hold	4,100	–	–	0.01%	275
2018 Q2	$382K	Hold	4,100	–	–	0.01%	277
2018 Q1	$406K	Sell	4,100 -150	-4%	-$14.9K	0.01%	272
2017 Q4	$482K	Buy	4,250 +150	+4%	+$17K	0.01%	248
2017 Q3	$448K	Hold	4,100	–	–	0.01%	253
2017 Q2	$440K	Sell	4,100 -6	-0.1%	-$644	0.01%	255
2017 Q1	$449K	Buy	4,106 +6	+0.1%	+$656	0.01%	251
2016 Q4	$424K	Hold	4,100	–	–	0.01%	260
2016 Q3	$392K	Hold	4,100	–	–	0.01%	233
2016 Q2	$465K	Hold	4,100	–	–	0.01%	249
2016 Q1	$378K	Buy	+4,100	New	+$378K	0.01%	262