Loring Wolcott & Coolidge Fiduciary Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.63M | Sell |
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2025
Q1 | $2.92M | Sell |
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2024
Q4 | $2.75M | Sell |
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2024
Q3 | $3.32M | Buy |
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2024
Q2 | $2.99M | Buy |
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2024
Q1 | $2.44M | Buy |
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2023
Q4 | $2.3M | Buy |
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2023
Q3 | $2.03M | Buy |
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2023
Q2 | $2.38M | Buy |
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2023
Q1 | $2.42M | Hold |
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2022
Q4 | $2.2M | Hold |
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2022
Q3 | $2.1M | Hold |
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2022
Q2 | $2.05M | Sell |
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2022
Q1 | $2.11M | Hold |
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2021
Q4 | $1.88M | Hold |
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2021
Q3 | $1.65M | Hold |
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2021
Q2 | $1.7M | Buy |
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2021
Q1 | $1.51M | Sell |
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2020
Q4 | $1.53M | Buy |
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2020
Q3 | $64K | Hold |
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2020
Q2 | $57K | Hold |
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2020
Q1 | $59K | Buy |
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2019
Q4 | $39K | Sell |
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2019
Q3 | $219K | Sell |
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2019
Q2 | $196K | Sell |
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2019
Q1 | $211K | Sell |
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2018
Q4 | $203K | Buy |
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2018
Q3 | $96K | Hold |
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2018
Q2 | $88K | Hold |
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2018
Q1 | $93K | Hold |
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2017
Q4 | $107K | Hold |
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2017
Q3 | $103K | Buy |
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2017
Q2 | $94K | Hold |
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2017
Q1 | $97K | Hold |
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2016
Q4 | $92K | Hold |
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2016
Q3 | $85K | Sell |
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2016
Q2 | $149K | Sell |
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2016
Q1 | $1.54M | Buy |
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2015
Q4 | $1.47M | Buy |
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2015
Q3 | $114K | Hold |
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2015
Q2 | $114K | Hold |
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2015
Q1 | $129K | Hold |
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2014
Q4 | $133K | Hold |
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2014
Q3 | $122K | Hold |
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2014
Q2 | $125K | Hold |
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2014
Q1 | $134K | Hold |
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2013
Q4 | $124K | Hold |
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2013
Q3 | $118K | Hold |
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2013
Q2 | $114K | Buy |
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