KFS
Kurt F. Somerville’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
2,400
-300
| -11% | -$49.8K | 0.07% | 81 |
|
|
2025
Q1 | $462K | Hold |
2,700
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $457K | Hold |
2,700
| – | – | 0.08% | 69 |
|
|
2024
Q3 | $518K | Hold |
2,700
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $496K | Hold |
2,700
| – | – | 0.08% | 71 |
|
|
2024
Q1 | $525K | Hold |
2,700
| – | – | 0.09% | 70 |
|
|
2023
Q4 | $503K | Hold |
2,700
| – | – | 0.09% | 68 |
|
|
2023
Q3 | $540K | Sell |
2,700
-300
| -10% | -$60K | 0.11% | 68 |
|
|
2023
Q2 | $749K | Sell |
3,000
-300
| -9% | -$74.9K | 0.14% | 63 |
|
|
2023
Q1 | $840K | Hold |
3,300
| – | – | 0.15% | 60 |
|
|
2022
Q4 | $764K | Hold |
3,300
| – | – | 0.15% | 64 |
|
|
2022
Q3 | $728K | Sell |
3,300
-100
| -3% | -$22.1K | 0.15% | 62 |
|
|
2022
Q2 | $732K | Sell |
3,400
-200
| -6% | -$43.1K | 0.14% | 65 |
|
|
2022
Q1 | $780K | Sell |
3,600
-500
| -12% | -$108K | 0.13% | 64 |
|
|
2021
Q4 | $793K | Sell |
4,100
-300
| -7% | -$58K | 0.11% | 66 |
|
|
2021
Q3 | $745K | Sell |
4,400
-100
| -2% | -$16.9K | 0.11% | 63 |
|
|
2021
Q2 | $784K | Sell |
4,500
-300
| -6% | -$52.3K | 0.12% | 63 |
|
|
2021
Q1 | $759K | Hold |
4,800
| – | – | 0.12% | 63 |
|
|
2020
Q4 | $731K | Hold |
4,800
| – | – | 0.12% | 63 |
|
|
2020
Q3 | $688K | Sell |
4,800
-100
| -2% | -$14.3K | 0.12% | 67 |
|
|
2020
Q2 | $635K | Hold |
4,900
| – | – | 0.12% | 69 |
|
|
2020
Q1 | $649K | Buy |
+4,900
| New | +$649K | 0.14% | 61 |
|