Westwood Holdings Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.9M | Sell |
409,107
-18,636
| -4% | -$3.09M | 0.5% | 86 |
|
|
2025
Q1 | $73.2M | Buy |
427,743
+572
| +0.1% | +$97.8K | 0.55% | 72 |
|
|
2024
Q4 | $72.3M | Buy |
427,171
+46,654
| +12% | +$7.9M | 0.56% | 67 |
|
|
2024
Q3 | $73M | Buy |
380,517
+2,593
| +0.7% | +$497K | 0.31% | 110 |
|
|
2024
Q2 | $69.5M | Buy |
377,924
+12,162
| +3% | +$2.24M | 0.32% | 100 |
|
|
2024
Q1 | $71.1M | Buy |
365,762
+5,133
| +1% | +$998K | 0.56% | 70 |
|
|
2023
Q4 | $67.2M | Buy |
360,629
+31,791
| +10% | +$5.93M | 0.57% | 71 |
|
|
2023
Q3 | $65.8M | Buy |
+328,838
| New | +$65.8M | 0.61% | 61 |
|
|
2018
Q1 | – | Sell |
-8,114
| Closed | -$921K | – | 430 |
|
|
2017
Q4 | $921K | Sell |
8,114
-210
| -3% | -$23.8K | 0.01% | 322 |
|
|
2017
Q3 | $909K | Sell |
8,324
-1,430
| -15% | -$156K | 0.01% | 316 |
|
|
2017
Q2 | $1.05M | Sell |
9,754
-1,971
| -17% | -$212K | 0.01% | 310 |
|
|
2017
Q1 | $1.28M | Buy |
11,725
+11,495
| +4,998% | +$1.26M | 0.01% | 291 |
|
|
2016
Q4 | $24K | Buy |
230
+75
| +48% | +$7.83K | ﹤0.01% | 451 |
|
|
2016
Q3 | $15K | Sell |
155
-45
| -23% | -$4.36K | ﹤0.01% | 458 |
|
|
2016
Q2 | $23K | Sell |
200
-275
| -58% | -$31.6K | ﹤0.01% | 389 |
|
|
2016
Q1 | $44K | Buy |
+475
| New | +$44K | ﹤0.01% | 380 |
|
|
2014
Q2 | – | Sell |
-21,800
| Closed | -$2.28M | – | 312 |
|
|
2014
Q1 | $2.28M | Buy |
21,800
+3,250
| +18% | +$339K | 0.02% | 258 |
|
|
2013
Q4 | $1.8M | Sell |
18,550
-800
| -4% | -$77.8K | 0.01% | 260 |
|
|
2013
Q3 | $1.79M | Sell |
19,350
-400
| -2% | -$37K | 0.02% | 276 |
|
|
2013
Q2 | $1.76M | Buy |
+19,750
| New | +$1.76M | 0.02% | 276 |
|