Hamel Associates’s Hershey HSY Stock Holding History

Hamel 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	$3.71M	Buy	22,373 +110	+0.5%	+$18.3K	1.26%	32
2025 Q1	$3.81M	Buy	22,263 +19,228	+634%	+$3.29M	1.29%	34
2024 Q4	$514K	Sell	3,035 -14,068	-82%	-$2.38M	0.17%	65
2024 Q3	$3.28M	Sell	17,103 -160	-0.9%	-$30.7K	1%	36
2024 Q2	$3.17M	Buy	17,263 +2,341	+16%	+$430K	1%	35
2024 Q1	$2.9M	Buy	14,922 +1,090	+8%	+$212K	0.93%	36
2023 Q4	$2.58M	Buy	13,832 +5,377	+64%	+$1M	0.91%	37
2023 Q3	$1.69M	Buy	8,455 +2,180	+35%	+$436K	0.62%	47
2023 Q2	$1.57M	Hold	6,275	–	–	0.55%	47
2023 Q1	$1.6M	Hold	6,275	–	–	0.55%	52
2022 Q4	$1.45M	Sell	6,275 -135	-2%	-$31.3K	0.51%	54
2022 Q3	$1.41M	Sell	6,410 -1,565	-20%	-$345K	0.56%	51
2022 Q2	$1.72M	Sell	7,975 -1,540	-16%	-$331K	0.68%	47
2022 Q1	$2.06M	Hold	9,515	–	–	0.73%	43
2021 Q4	$1.84M	Buy	9,515 +75	+0.8%	+$14.5K	0.66%	45
2021 Q3	$1.6M	Sell	9,440 -50	-0.5%	-$8.46K	0.62%	46
2021 Q2	$1.65M	Sell	9,490 -500	-5%	-$87.1K	0.63%	46
2021 Q1	$1.58M	Sell	9,990 -400	-4%	-$63.3K	0.61%	47
2020 Q4	$1.58M	Sell	10,390 -200	-2%	-$30.5K	0.65%	42
2020 Q3	$1.52M	Sell	10,590 -75	-0.7%	-$10.8K	0.67%	42
2020 Q2	$1.38M	Hold	10,665	–	–	0.67%	41
2020 Q1	$1.41M	Hold	10,665	–	–	0.75%	39
2019 Q4	$1.57M	Sell	10,665 -150	-1%	-$22.1K	0.65%	44
2019 Q3	$1.68M	Hold	10,815	–	–	0.72%	44
2019 Q2	$1.45M	Hold	10,815	–	–	0.64%	45
2019 Q1	$1.24M	Buy	10,815 +7,340	+211%	+$843K	0.56%	47
2018 Q4	$372K	Sell	3,475 -50	-1%	-$5.35K	0.19%	78
2018 Q3	$360K	Buy	3,525 +525	+18%	+$53.6K	0.16%	80
2018 Q2	$279K	Buy	+3,000	New	+$279K	0.13%	85
2017 Q1	–	Sell	-3,267	Closed	-$338K	–	83
2016 Q4	$338K	Sell	3,267 -183	-5%	-$18.9K	0.17%	70
2016 Q3	$330K	Sell	3,450 -13,145	-79%	-$1.26M	0.17%	71
2016 Q2	$1.88M	Sell	16,595 -5,775	-26%	-$655K	0.98%	34
2016 Q1	$2.06M	Hold	22,370	–	–	1.09%	34
2015 Q4	$2M	Buy	22,370 +1,265	+6%	+$113K	1.27%	26
2015 Q3	$1.94M	Buy	+21,105	New	+$1.94M	1.38%	24