LC
Lincoln Capital’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
2,912
| – | – | 0.09% | 93 |
|
|
2025
Q1 | $488K | Sell |
2,912
-19
| -0.6% | -$3.18K | 0.1% | 87 |
|
|
2024
Q4 | $496K | Sell |
2,931
-59
| -2% | -$9.99K | 0.1% | 80 |
|
|
2024
Q3 | $573K | Sell |
2,990
-8
| -0.3% | -$1.53K | 0.12% | 77 |
|
|
2024
Q2 | $551K | Hold |
2,998
| – | – | 0.12% | 73 |
|
|
2024
Q1 | $583K | Hold |
2,998
| – | – | 0.13% | 70 |
|
|
2023
Q4 | $559K | Buy |
2,998
+1
| +0% | +$186 | 0.14% | 70 |
|
|
2023
Q3 | $600K | Buy |
2,997
+105
| +4% | +$21K | 0.16% | 64 |
|
|
2023
Q2 | $722K | Sell |
2,892
-44
| -1% | -$11K | 0.19% | 61 |
|
|
2023
Q1 | $747K | Hold |
2,936
| – | – | 0.21% | 61 |
|
|
2022
Q4 | $680K | Sell |
2,936
-81
| -3% | -$18.8K | 0.2% | 63 |
|
|
2022
Q3 | $665K | Sell |
3,017
-299
| -9% | -$65.9K | 0.21% | 61 |
|
|
2022
Q2 | $714K | Sell |
3,316
-1
| -0% | -$215 | 0.2% | 60 |
|
|
2022
Q1 | $718K | Hold |
3,317
| – | – | 0.17% | 64 |
|
|
2021
Q4 | $642K | Sell |
3,317
-46
| -1% | -$8.9K | 0.16% | 61 |
|
|
2021
Q3 | $569K | Buy |
3,363
+300
| +10% | +$50.8K | 0.15% | 61 |
|
|
2021
Q2 | $533K | Hold |
3,063
| – | – | 0.15% | 60 |
|
|
2021
Q1 | $484K | Hold |
3,063
| – | – | 0.15% | 57 |
|
|
2020
Q4 | $466K | Sell |
3,063
-26
| -0.8% | -$3.96K | 0.15% | 55 |
|
|
2020
Q3 | $443K | Hold |
3,089
| – | – | 0.16% | 55 |
|
|
2020
Q2 | $400K | Hold |
3,089
| – | – | 0.17% | 54 |
|
|
2020
Q1 | $409K | Sell |
3,089
-75
| -2% | -$9.93K | 0.21% | 50 |
|
|
2019
Q4 | $465K | Buy |
3,164
+11
| +0.3% | +$1.62K | 0.19% | 49 |
|
|
2019
Q3 | $489K | Hold |
3,153
| – | – | 0.22% | 47 |
|
|
2019
Q2 | $423K | Sell |
3,153
-154
| -5% | -$20.7K | 0.19% | 51 |
|
|
2019
Q1 | $380K | Sell |
3,307
-14
| -0.4% | -$1.61K | 0.18% | 51 |
|
|
2018
Q4 | $356K | Hold |
3,321
| – | – | 0.19% | 49 |
|
|
2018
Q3 | $339K | Hold |
3,321
| – | – | 0.17% | 56 |
|
|
2018
Q2 | $312K | Sell |
3,321
-15,398
| -82% | -$1.45M | 0.17% | 54 |
|
|
2018
Q1 | $1.85M | Sell |
18,719
-4,932
| -21% | -$488K | 1% | 24 |
|
|
2017
Q4 | $2.69M | Hold |
23,651
| – | – | 1.5% | 21 |
|
|
2017
Q3 | $2.58M | Sell |
23,651
-114
| -0.5% | -$12.4K | 1.59% | 23 |
|
|
2017
Q2 | $2.55M | Sell |
23,765
-142
| -0.6% | -$15.2K | 1.6% | 23 |
|
|
2017
Q1 | $2.61M | Sell |
23,907
-105
| -0.4% | -$11.5K | 1.77% | 20 |
|
|
2016
Q4 | $2.48M | Sell |
24,012
-78
| -0.3% | -$8.07K | 1.77% | 20 |
|
|
2016
Q3 | $2.3M | Sell |
24,090
-10
| -0% | -$956 | 1.7% | 20 |
|
|
2016
Q2 | $2.74M | Sell |
24,100
-135
| -0.6% | -$15.3K | 2.05% | 19 |
|
|
2016
Q1 | $2.23M | Buy |
24,235
+7,878
| +48% | +$726K | 1.67% | 20 |
|
|
2015
Q4 | $1.46M | Buy |
16,357
+2,573
| +19% | +$230K | 1.16% | 24 |
|
|
2015
Q3 | $1.27M | Buy |
13,784
+11,489
| +501% | +$1.06M | 1.05% | 26 |
|
|
2015
Q2 | $204K | Hold |
2,295
| – | – | 0.17% | 56 |
|
|
2015
Q1 | $232K | Hold |
2,295
| – | – | 0.2% | 52 |
|
|
2014
Q4 | $239K | Buy |
+2,295
| New | +$239K | 0.21% | 49 |
|