KLCM Advisors’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 |
-1,067
| Closed | -$205K | – | 176 |
|
|
2024
Q3 | $205K | Buy |
+1,067
| New | +$205K | 0.02% | 155 |
|
|
2024
Q2 | – | Sell |
-1,067
| Closed | -$208K | – | 161 |
|
|
2024
Q1 | $208K | Buy |
+1,067
| New | +$208K | 0.03% | 148 |
|
|
2023
Q4 | – | Sell |
-1,567
| Closed | -$314K | – | 159 |
|
|
2023
Q3 | $314K | Hold |
1,567
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $391K | Hold |
1,567
| – | – | 0.08% | 96 |
|
|
2023
Q1 | $399K | Hold |
1,567
| – | – | 0.08% | 91 |
|
|
2022
Q4 | $363K | Sell |
1,567
-100
| -6% | -$23.2K | 0.07% | 95 |
|
|
2022
Q3 | $368K | Sell |
1,667
-21
| -1% | -$4.64K | 0.09% | 85 |
|
|
2022
Q2 | $363K | Buy |
1,688
+21
| +1% | +$4.52K | 0.08% | 83 |
|
|
2022
Q1 | $361K | Buy |
+1,667
| New | +$361K | 0.08% | 86 |
|