KTM
Keeler Thomas Management’s Hershey HSY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,565
| Closed | -$268K | – | 117 |
|
2025
Q1 | $268K | Sell |
1,565
-1,107
| -41% | -$189K | 0.13% | 75 |
|
2024
Q4 | $453K | Buy |
2,672
+3
| +0.1% | +$508 | 0.16% | 61 |
|
2024
Q3 | $512K | Hold |
2,669
| – | – | 0.16% | 62 |
|
2024
Q2 | $491K | Sell |
2,669
-466
| -15% | -$85.7K | 0.17% | 60 |
|
2024
Q1 | $610K | Sell |
3,135
-82
| -3% | -$15.9K | 0.21% | 59 |
|
2023
Q4 | $600K | Hold |
3,217
| – | – | 0.24% | 59 |
|
2023
Q3 | $644K | Sell |
3,217
-1,236
| -28% | -$247K | 0.24% | 60 |
|
2023
Q2 | $1.11M | Sell |
4,453
-728
| -14% | -$182K | 0.45% | 48 |
|
2023
Q1 | $1.32M | Sell |
5,181
-17,565
| -77% | -$4.47M | 0.62% | 46 |
|
2022
Q4 | $5.27M | Sell |
22,746
-85
| -0.4% | -$19.7K | 2.65% | 10 |
|
2022
Q3 | $5.03M | Sell |
22,831
-158
| -0.7% | -$34.8K | 2.56% | 14 |
|
2022
Q2 | $4.95M | Sell |
22,989
-1,009
| -4% | -$217K | 2.45% | 13 |
|
2022
Q1 | $5.2M | Sell |
23,998
-1,022
| -4% | -$221K | 2.5% | 15 |
|
2021
Q4 | $4.84M | Buy |
25,020
+836
| +3% | +$162K | 2.09% | 19 |
|
2021
Q3 | $4.1M | Buy |
24,184
+1,474
| +6% | +$250K | 1.95% | 20 |
|
2021
Q2 | $3.96M | Buy |
22,710
+54
| +0.2% | +$9.4K | 1.93% | 20 |
|
2021
Q1 | $3.58M | Buy |
22,656
+7,355
| +48% | +$1.16M | 1.89% | 24 |
|
2020
Q4 | $2.33M | Buy |
+15,301
| New | +$2.33M | 1.31% | 33 |
|