KCM Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
1,481
+150
| +11% | +$24.9K | 0.01% | 344 |
|
|
2025
Q1 | $228K | Buy |
+1,331
| New | +$228K | 0.01% | 337 |
|
|
2024
Q4 | – | Sell |
-1,149
| Closed | -$220K | – | 376 |
|
|
2024
Q3 | $220K | Hold |
1,149
| – | – | 0.01% | 363 |
|
|
2024
Q2 | $211K | Hold |
1,149
| – | – | 0.01% | 355 |
|
|
2024
Q1 | $223K | Sell |
1,149
-11,889
| -91% | -$2.31M | 0.01% | 358 |
|
|
2023
Q4 | $2.43M | Sell |
13,038
-315
| -2% | -$58.7K | 0.1% | 136 |
|
|
2023
Q3 | $2.67M | Sell |
13,353
-211
| -2% | -$42.2K | 0.12% | 128 |
|
|
2023
Q2 | $3.39M | Buy |
13,564
+86
| +0.6% | +$21.5K | 0.14% | 121 |
|
|
2023
Q1 | $3.43M | Sell |
13,478
-252
| -2% | -$64.1K | 0.14% | 124 |
|
|
2022
Q4 | $3.18M | Buy |
13,730
+1,010
| +8% | +$234K | 0.14% | 124 |
|
|
2022
Q3 | $2.8M | Buy |
12,720
+658
| +5% | +$145K | 0.13% | 128 |
|
|
2022
Q2 | $2.6M | Buy |
12,062
+739
| +7% | +$159K | 0.11% | 134 |
|
|
2022
Q1 | $2.45M | Sell |
11,323
-287
| -2% | -$62.2K | 0.09% | 149 |
|
|
2021
Q4 | $2.25M | Sell |
11,610
-209
| -2% | -$40.4K | 0.08% | 160 |
|
|
2021
Q3 | $2M | Buy |
11,819
+224
| +2% | +$37.9K | 0.08% | 164 |
|
|
2021
Q2 | $2.02M | Buy |
11,595
+89
| +0.8% | +$15.5K | 0.08% | 159 |
|
|
2021
Q1 | $1.82M | Buy |
11,506
+8,651
| +303% | +$1.37M | 0.08% | 159 |
|
|
2020
Q4 | $435K | Sell |
2,855
-81
| -3% | -$12.3K | 0.02% | 254 |
|
|
2020
Q3 | $421K | Buy |
2,936
+451
| +18% | +$64.7K | 0.02% | 227 |
|
|
2020
Q2 | $322K | Sell |
2,485
-27
| -1% | -$3.5K | 0.02% | 270 |
|
|
2020
Q1 | $333K | Buy |
2,512
+398
| +19% | +$52.8K | 0.02% | 257 |
|
|
2019
Q4 | $311K | Sell |
2,114
-188
| -8% | -$27.7K | 0.02% | 288 |
|
|
2019
Q3 | $357K | Buy |
+2,302
| New | +$357K | 0.02% | 268 |
|
|
2015
Q4 | – | Sell |
-2,403
| Closed | -$221K | – | 524 |
|
|
2015
Q3 | $221K | Buy |
2,403
+49
| +2% | +$4.51K | 0.02% | 475 |
|
|
2015
Q2 | $209K | Hold |
2,354
| – | – | 0.02% | 508 |
|
|
2015
Q1 | $238K | Buy |
2,354
+220
| +10% | +$22.2K | 0.02% | 479 |
|
|
2014
Q4 | $222K | Hold |
2,134
| – | – | 0.02% | 477 |
|
|
2014
Q3 | $204K | Hold |
2,134
| – | – | 0.02% | 480 |
|
|
2014
Q2 | $208K | Hold |
2,134
| – | – | 0.02% | 464 |
|
|
2014
Q1 | $223K | Hold |
2,134
| – | – | 0.02% | 423 |
|
|
2013
Q4 | $207K | Buy |
+2,134
| New | +$207K | 0.02% | 429 |
|