Godshalk Welsh Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,300
| Closed | -$249K | – | 123 |
|
2024
Q3 | $249K | Sell |
1,300
-225
| -15% | -$43.2K | 0.16% | 113 |
|
2024
Q2 | $280K | Hold |
1,525
| – | – | 0.19% | 105 |
|
2024
Q1 | $297K | Hold |
1,525
| – | – | 0.2% | 102 |
|
2023
Q4 | $284K | Hold |
1,525
| – | – | 0.2% | 106 |
|
2023
Q3 | $305K | Sell |
1,525
-575
| -27% | -$115K | 0.23% | 94 |
|
2023
Q2 | $524K | Hold |
2,100
| – | – | 0.36% | 76 |
|
2023
Q1 | $534K | Hold |
2,100
| – | – | 0.38% | 77 |
|
2022
Q4 | $486K | Sell |
2,100
-240
| -10% | -$55.6K | 0.35% | 81 |
|
2022
Q3 | $516K | Buy |
2,340
+240
| +11% | +$52.9K | 0.38% | 76 |
|
2022
Q2 | $452K | Hold |
2,100
| – | – | 0.32% | 83 |
|
2022
Q1 | $455K | Hold |
2,100
| – | – | 0.28% | 87 |
|
2021
Q4 | $406K | Hold |
2,100
| – | – | 0.23% | 96 |
|
2021
Q3 | $355K | Hold |
2,100
| – | – | 0.22% | 96 |
|
2021
Q2 | $372K | Hold |
2,100
| – | – | 0.23% | 95 |
|
2021
Q1 | $332K | Hold |
2,100
| – | – | 0.23% | 97 |
|
2020
Q4 | $320K | Hold |
2,100
| – | – | 0.24% | 93 |
|
2020
Q3 | $301K | Hold |
2,100
| – | – | 0.25% | 91 |
|
2020
Q2 | $272K | Hold |
2,100
| – | – | 0.25% | 90 |
|
2020
Q1 | $278K | Hold |
2,100
| – | – | 0.3% | 84 |
|
2019
Q4 | $309K | Hold |
2,100
| – | – | 0.25% | 94 |
|
2019
Q3 | $325K | Hold |
2,100
| – | – | 0.29% | 91 |
|
2019
Q2 | $281K | Hold |
2,100
| – | – | 0.26% | 93 |
|
2019
Q1 | $241K | Hold |
2,100
| – | – | 0.23% | 95 |
|
2018
Q4 | $225K | Hold |
2,100
| – | – | 0.25% | 95 |
|
2018
Q3 | $214K | Buy |
+2,100
| New | +$214K | 0.21% | 106 |
|
2018
Q2 | – | Sell |
-2,300
| Closed | -$228K | – | 110 |
|
2018
Q1 | $228K | Hold |
2,300
| – | – | 0.25% | 101 |
|
2017
Q4 | $261K | Hold |
2,300
| – | – | 0.26% | 103 |
|
2017
Q3 | $251K | Hold |
2,300
| – | – | 0.25% | 115 |
|
2017
Q2 | $247K | Hold |
2,300
| – | – | 0.25% | 116 |
|
2017
Q1 | $251K | Hold |
2,300
| – | – | 0.25% | 112 |
|
2016
Q4 | $238K | Sell |
2,300
-300
| -12% | -$31K | 0.24% | 119 |
|
2016
Q3 | $249K | Sell |
2,600
-200
| -7% | -$19.2K | 0.26% | 115 |
|
2016
Q2 | $318K | Sell |
2,800
-300
| -10% | -$34.1K | 0.34% | 101 |
|
2016
Q1 | $285K | Hold |
3,100
| – | – | 0.3% | 107 |
|
2015
Q4 | $277K | Hold |
3,100
| – | – | 0.29% | 110 |
|
2015
Q3 | $285K | Hold |
3,100
| – | – | 0.31% | 112 |
|
2015
Q2 | $275K | Sell |
3,100
-450
| -13% | -$39.9K | 0.28% | 120 |
|
2015
Q1 | $358K | Hold |
3,550
| – | – | 0.37% | 98 |
|
2014
Q4 | $369K | Buy |
+3,550
| New | +$369K | 0.34% | 99 |
|