Fernwood Investment Management’s Hershey HSY Stock Holding History

Fernwood Investment Management’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$445K	Sell	2,625 -400	-13%	-$67.7K	0.15%	114
2024 Q3	$580K	Hold	3,025	–	–	0.19%	106
2024 Q2	$556K	Sell	3,025 -100	-3%	-$18.4K	0.17%	116
2024 Q1	$608K	Sell	3,125 -125	-4%	-$24.3K	0.18%	108
2023 Q4	$606K	Hold	3,250	–	–	0.2%	102
2023 Q3	$650K	Buy	3,250 +125	+4%	+$25K	0.23%	92
2023 Q2	$780K	Sell	3,125 -100	-3%	-$25K	0.28%	91
2023 Q1	$820K	Hold	3,225	–	–	0.31%	90
2022 Q4	$747K	Hold	3,225	–	–	0.31%	89
2022 Q3	$711K	Hold	3,225	–	–	0.3%	88
2022 Q2	$694K	Sell	3,225 -900	-22%	-$194K	0.3%	90
2022 Q1	$894K	Hold	4,125	–	–	0.31%	88
2021 Q4	$798K	Hold	4,125	–	–	0.26%	104
2021 Q3	$698K	Hold	4,125	–	–	0.24%	108
2021 Q2	$718K	Hold	4,125	–	–	0.24%	108
2021 Q1	$652K	Buy	4,125 +400	+11%	+$63.2K	0.24%	106
2020 Q4	$567K	Hold	3,725	–	–	0.22%	112
2020 Q3	$534K	Sell	3,725 -200	-5%	-$28.7K	0.25%	99
2020 Q2	$509K	Hold	3,925	–	–	0.25%	100
2020 Q1	$520K	Sell	3,925 -400	-9%	-$53K	0.33%	89
2019 Q4	$636K	Hold	4,325	–	–	0.3%	87
2019 Q3	$670K	Buy	4,325 +400	+10%	+$62K	0.33%	80
2019 Q2	$526K	Sell	3,925 -800	-17%	-$107K	0.29%	85
2019 Q1	$543K	Hold	4,725	–	–	0.29%	82
2018 Q4	$506K	Buy	4,725 +200	+4%	+$21.4K	0.33%	78
2018 Q3	$462K	Hold	4,525	–	–	0.24%	99
2018 Q2	$421K	Sell	4,525 -400	-8%	-$37.2K	0.23%	101
2018 Q1	$487K	Sell	4,925 -200	-4%	-$19.8K	0.27%	87
2017 Q4	$582K	Sell	5,125 -100	-2%	-$11.4K	0.31%	76
2017 Q3	$570K	Buy	5,225 +500	+11%	+$54.5K	0.36%	68
2017 Q2	$507K	Sell	4,725 -1,000	-17%	-$107K	0.37%	77
2017 Q1	$625K	Buy	5,725 +125	+2%	+$13.6K	0.5%	53
2016 Q4	$579K	Hold	5,600	–	–	0.55%	50
2016 Q3	$535K	Buy	5,600 +100	+2%	+$9.55K	0.49%	61
2016 Q2	$624K	Buy	5,500 +2,025	+58%	+$230K	0.61%	50
2016 Q1	$320K	Buy	3,475 +400	+13%	+$36.8K	0.32%	78
2015 Q4	$275K	Buy	+3,075	New	+$275K	0.24%	92