West Family 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 | $474K | Sell |
2,857
-277
| -9% | -$46K | 0.12% | 171 |
|
|
2025
Q1 | $536K | Sell |
3,134
-133
| -4% | -$22.7K | 0.2% | 100 |
|
|
2024
Q4 | $553K | Sell |
3,267
-6
| -0.2% | -$1.02K | 0.19% | 108 |
|
|
2024
Q3 | $628K | Buy |
3,273
+7
| +0.2% | +$1.34K | 0.21% | 95 |
|
|
2024
Q2 | $600K | Sell |
3,266
-287
| -8% | -$52.8K | 0.18% | 95 |
|
|
2024
Q1 | $691K | Buy |
3,553
+130
| +4% | +$25.3K | 0.21% | 83 |
|
|
2023
Q4 | $638K | Sell |
3,423
-284
| -8% | -$52.9K | 0.22% | 82 |
|
|
2023
Q3 | $742K | Buy |
3,707
+79
| +2% | +$15.8K | 0.26% | 78 |
|
|
2023
Q2 | $906K | Buy |
+3,628
| New | +$906K | 0.35% | 64 |
|
|
2023
Q1 | – | Sell |
-3,700
| Closed | -$857K | – | 236 |
|
|
2022
Q4 | $857K | Buy |
3,700
+73
| +2% | +$16.9K | 0.29% | 69 |
|
|
2022
Q3 | $800K | Buy |
3,627
+37
| +1% | +$8.16K | 0.33% | 64 |
|
|
2022
Q2 | $772K | Buy |
3,590
+48
| +1% | +$10.3K | 0.3% | 65 |
|
|
2022
Q1 | $767K | Buy |
3,542
+22
| +0.6% | +$4.76K | 0.22% | 74 |
|
|
2021
Q4 | $681K | Sell |
3,520
-253
| -7% | -$48.9K | 0.19% | 95 |
|
|
2021
Q3 | $639K | Buy |
3,773
+327
| +9% | +$55.4K | 0.17% | 110 |
|
|
2021
Q2 | $600K | Buy |
+3,446
| New | +$600K | 0.16% | 106 |
|