Whittier Trust’s Hershey HSY Stock Holding History

Whittier Trust’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	–	Sell	-256	Closed	-$43.8K	–	1534
2025 Q1	$43.8K	Buy	+256	New	+$43.8K	﹤0.01%	956
2024 Q2	–	Sell	-7	Closed	-$1.36K	–	1552
2024 Q1	$1.36K	Hold	7	–	–	﹤0.01%	1442
2023 Q4	$1.31K	Sell	7 -21	-75%	-$3.92K	﹤0.01%	1428
2023 Q3	$5.6K	Buy	28 +21	+300%	+$4.2K	﹤0.01%	1357
2023 Q2	$1.75K	Hold	7	–	–	﹤0.01%	1458
2023 Q1	$1.78K	Hold	7	–	–	﹤0.01%	1494
2022 Q4	$1.62K	Sell	7 -38	-84%	-$8.79K	﹤0.01%	1502
2022 Q3	$10K	Hold	45	–	–	﹤0.01%	1339
2022 Q2	$10K	Sell	45 -1,500	-97%	-$333K	﹤0.01%	1321
2022 Q1	$335K	Buy	1,545 +45	+3%	+$9.76K	0.01%	569
2021 Q4	$290K	Hold	1,500	–	–	﹤0.01%	597
2021 Q3	$254K	Sell	1,500 -99	-6%	-$16.8K	﹤0.01%	597
2021 Q2	$279K	Sell	1,599 -1	-0.1%	-$174	0.01%	590
2021 Q1	$253K	Hold	1,600	–	–	﹤0.01%	595
2020 Q4	$244K	Hold	1,600	–	–	0.01%	557
2020 Q3	$229K	Hold	1,600	–	–	0.01%	544
2020 Q2	$207K	Sell	1,600 -3	-0.2%	-$388	0.01%	539
2020 Q1	$212K	Hold	1,603	–	–	0.01%	506
2019 Q4	$236K	Buy	1,603 +3	+0.2%	+$442	0.01%	529
2019 Q3	$248K	Hold	1,600	–	–	0.01%	518
2019 Q2	$214K	Hold	1,600	–	–	0.01%	517
2019 Q1	$184K	Sell	1,600 -66	-4%	-$7.59K	0.01%	544
2018 Q4	$179K	Buy	1,666 +66	+4%	+$7.09K	0.01%	526
2018 Q3	$163K	Sell	1,600 -93	-5%	-$9.47K	0.01%	540
2018 Q2	$158K	Hold	1,693	–	–	0.01%	539
2018 Q1	$168K	Hold	1,693	–	–	0.01%	541
2017 Q4	$192K	Hold	1,693	–	–	0.01%	509
2017 Q3	$185K	Sell	1,693 -440	-21%	-$48.1K	0.01%	501
2017 Q2	$229K	Hold	2,133	–	–	0.01%	446
2017 Q1	$233K	Hold	2,133	–	–	0.01%	443
2016 Q4	$221K	Buy	2,133 +93	+5%	+$9.64K	0.01%	452
2016 Q3	$195K	Hold	2,040	–	–	0.01%	458
2016 Q2	$232K	Hold	2,040	–	–	0.01%	434
2016 Q1	$188K	Hold	2,040	–	–	0.01%	459
2015 Q4	$182K	Hold	2,040	–	–	0.01%	478
2015 Q3	$187K	Hold	2,040	–	–	0.01%	464
2015 Q2	$181K	Hold	2,040	–	–	0.01%	496
2015 Q1	$206K	Buy	2,040 +60	+3%	+$6.06K	0.01%	459
2014 Q4	$206K	Hold	1,980	–	–	0.01%	438
2014 Q3	$189K	Hold	1,980	–	–	0.01%	441
2014 Q2	$193K	Hold	1,980	–	–	0.01%	439
2014 Q1	$207K	Hold	1,980	–	–	0.01%	436
2013 Q4	$193K	Hold	1,980	–	–	0.01%	437
2013 Q3	$183K	Hold	1,980	–	–	0.01%	448
2013 Q2	$177K	Buy	+1,980	New	+$177K	0.01%	444