Lederer & Associates Investment Counsel’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,844
| Closed | -$1.84M | – | 85 |
|
|
2024
Q4 | $1.84M | Buy |
10,844
+998
| +10% | +$169K | 1.28% | 21 |
|
|
2024
Q3 | $1.89M | Buy |
9,846
+1,684
| +21% | +$323K | 1.33% | 22 |
|
|
2024
Q2 | $1.5M | Sell |
8,162
-426
| -5% | -$78.3K | 1.09% | 30 |
|
|
2024
Q1 | $1.67M | Buy |
8,588
+1,121
| +15% | +$218K | 1.16% | 29 |
|
|
2023
Q4 | $1.39M | Buy |
+7,467
| New | +$1.39M | 1.03% | 34 |
|
|
2015
Q3 | $1.54M | Sell |
16,715
-390
| -2% | -$35.8K | 1.71% | 26 |
|
|
2015
Q2 | $1.52M | Buy |
17,105
+550
| +3% | +$48.8K | 1.56% | 39 |
|
|
2015
Q1 | $1.67M | Buy |
16,555
+60
| +0.4% | +$6.06K | 1.63% | 35 |
|
|
2014
Q4 | $1.71M | Buy |
+16,495
| New | +$1.71M | 1.7% | 33 |
|