FineMark National Bank & Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
1,730
-250
| -13% | -$41.5K | 0.01% | 382 |
|
|
2025
Q1 | $339K | Sell |
1,980
-3
| -0.2% | -$513 | 0.01% | 341 |
|
|
2024
Q4 | $336K | Hold |
1,983
| – | – | 0.01% | 334 |
|
|
2024
Q3 | $380K | Hold |
1,983
| – | – | 0.01% | 320 |
|
|
2024
Q2 | $365K | Sell |
1,983
-72
| -4% | -$13.2K | 0.01% | 318 |
|
|
2024
Q1 | $400K | Buy |
2,055
+168
| +9% | +$32.7K | 0.01% | 308 |
|
|
2023
Q4 | $352K | Buy |
1,887
+18
| +1% | +$3.36K | 0.01% | 316 |
|
|
2023
Q3 | $374K | Hold |
1,869
| – | – | 0.02% | 302 |
|
|
2023
Q2 | $467K | Hold |
1,869
| – | – | 0.02% | 289 |
|
|
2023
Q1 | $475K | Buy |
1,869
+102
| +6% | +$26K | 0.02% | 280 |
|
|
2022
Q4 | $409K | Hold |
1,767
| – | – | 0.02% | 281 |
|
|
2022
Q3 | $390K | Buy |
1,767
+100
| +6% | +$22.1K | 0.02% | 285 |
|
|
2022
Q2 | $359K | Sell |
1,667
-18
| -1% | -$3.88K | 0.02% | 311 |
|
|
2022
Q1 | $365K | Buy |
1,685
+37
| +2% | +$8.02K | 0.01% | 326 |
|
|
2021
Q4 | $319K | Buy |
1,648
+10
| +0.6% | +$1.94K | 0.01% | 372 |
|
|
2021
Q3 | $277K | Hold |
1,638
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $285K | Buy |
1,638
+219
| +15% | +$38.1K | 0.01% | 382 |
|
|
2021
Q1 | $224K | Sell |
1,419
-7
| -0.5% | -$1.11K | 0.01% | 407 |
|
|
2020
Q4 | $217K | Buy |
1,426
+7
| +0.5% | +$1.07K | 0.01% | 386 |
|
|
2020
Q3 | $203K | Buy |
+1,419
| New | +$203K | 0.01% | 362 |
|
|
2019
Q1 | – | Sell |
-2,699
| Closed | -$289K | – | 342 |
|
|
2018
Q4 | $289K | Hold |
2,699
| – | – | 0.02% | 280 |
|
|
2018
Q3 | $275K | Sell |
2,699
-270
| -9% | -$27.5K | 0.02% | 269 |
|
|
2018
Q2 | $276K | Buy |
2,969
+270
| +10% | +$25.1K | 0.02% | 328 |
|
|
2018
Q1 | $267K | Hold |
2,699
| – | – | 0.02% | 325 |
|
|
2017
Q4 | $306K | Hold |
2,699
| – | – | 0.02% | 296 |
|
|
2017
Q3 | $295K | Hold |
2,699
| – | – | 0.02% | 300 |
|
|
2017
Q2 | $290K | Sell |
2,699
-1,314
| -33% | -$141K | 0.02% | 289 |
|
|
2017
Q1 | $438K | Hold |
4,013
| – | – | 0.03% | 238 |
|
|
2016
Q4 | $415K | Buy |
4,013
+1,120
| +39% | +$116K | 0.03% | 236 |
|
|
2016
Q3 | $277K | Buy |
2,893
+1,500
| +108% | +$144K | 0.03% | 284 |
|
|
2016
Q2 | $158K | Hold |
1,393
| – | – | 0.02% | 344 |
|
|
2016
Q1 | $128K | Sell |
1,393
-275
| -16% | -$25.3K | 0.02% | 371 |
|
|
2015
Q4 | $149K | Hold |
1,668
| – | – | 0.02% | 368 |
|
|
2015
Q3 | $153K | Hold |
1,668
| – | – | 0.02% | 371 |
|
|
2015
Q2 | $148K | Sell |
1,668
-50
| -3% | -$4.44K | 0.02% | 394 |
|
|
2015
Q1 | $173K | Buy |
1,718
+293
| +21% | +$29.5K | 0.02% | 375 |
|
|
2014
Q4 | $148K | Hold |
1,425
| – | – | 0.02% | 407 |
|
|
2014
Q3 | $136K | Hold |
1,425
| – | – | 0.02% | 402 |
|
|
2014
Q2 | $139K | Sell |
1,425
-150
| -10% | -$14.6K | 0.02% | 395 |
|
|
2014
Q1 | $164K | Hold |
1,575
| – | – | 0.03% | 350 |
|
|
2013
Q4 | $153K | Hold |
1,575
| – | – | 0.03% | 346 |
|
|
2013
Q3 | $146K | Sell |
1,575
-195
| -11% | -$18.1K | 0.04% | 356 |
|
|
2013
Q2 | $158K | Buy |
+1,770
| New | +$158K | 0.05% | 310 |
|