Douglas Lane & Associates’s Hershey HSY Stock Holding History

Douglas Lane & Associates’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	$54.9M	Sell	330,981 -4,706	-1%	-$781K	0.8%	48
2025 Q1	$57.4M	Buy	335,687 +18,226	+6%	+$3.12M	0.85%	47
2024 Q4	$53.8M	Buy	317,461 +42,550	+15%	+$7.21M	0.76%	50
2024 Q3	$52.7M	Buy	274,911 +107,826	+65%	+$20.7M	0.72%	55
2024 Q2	$30.7M	Buy	167,085 +147,291	+744%	+$27.1M	0.44%	84
2024 Q1	$3.85M	Buy	19,794 +18,174	+1,122%	+$3.53M	0.05%	134
2023 Q4	$302K	Sell	1,620 -14	-0.9%	-$2.61K	﹤0.01%	205
2023 Q3	$327K	Buy	1,634 +14	+0.9%	+$2.8K	0.01%	195
2023 Q2	$405K	Sell	1,620 -15	-0.9%	-$3.75K	0.01%	184
2023 Q1	$416K	Sell	1,635 -260	-14%	-$66.1K	0.01%	185
2022 Q4	$439K	Sell	1,895 -175	-8%	-$40.5K	0.01%	185
2022 Q3	$456K	Sell	2,070 -10	-0.5%	-$2.2K	0.01%	175
2022 Q2	$448K	Sell	2,080 -60	-3%	-$12.9K	0.01%	179
2022 Q1	$464K	Hold	2,140	–	–	0.01%	186
2021 Q4	$414K	Hold	2,140	–	–	0.01%	188
2021 Q3	$362K	Sell	2,140 -25	-1%	-$4.23K	0.01%	187
2021 Q2	$377K	Buy	2,165 +370	+21%	+$64.4K	0.01%	180
2021 Q1	$284K	Sell	1,795 -36	-2%	-$5.7K	﹤0.01%	188
2020 Q4	$279K	Sell	1,831 -223	-11%	-$34K	﹤0.01%	188
2020 Q3	$294K	Sell	2,054 -94	-4%	-$13.5K	0.01%	178
2020 Q2	$278K	Buy	2,148 +94	+5%	+$12.2K	0.01%	180
2020 Q1	$272K	Buy	2,054 +73	+4%	+$9.67K	0.01%	179
2019 Q4	$291K	Sell	1,981 -50	-2%	-$7.35K	0.01%	187
2019 Q3	$315K	Buy	2,031 +100	+5%	+$15.5K	0.01%	183
2019 Q2	$259K	Buy	1,931 +6	+0.3%	+$805	0.01%	197
2019 Q1	$221K	Sell	1,925 -98	-5%	-$11.3K	﹤0.01%	204
2018 Q4	$217K	Buy	+2,023	New	+$217K	0.01%	197
2018 Q1	–	Sell	-1,825	Closed	-$207K	–	200
2017 Q4	$207K	Sell	1,825 -25	-1%	-$2.84K	﹤0.01%	196
2017 Q3	$202K	Buy	+1,850	New	+$202K	﹤0.01%	204
2016 Q3	–	Sell	-3,893	Closed	-$442K	–	215
2016 Q2	$442K	Sell	3,893 -550	-12%	-$62.4K	0.01%	178
2016 Q1	$409K	Buy	+4,443	New	+$409K	0.01%	182