LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
15,846
-1,670
| -10% | -$277K | 0.02% | 115 |
|
|
2025
Q1 | $2.92M | Sell |
17,516
-342
| -2% | -$57K | 0.03% | 108 |
|
|
2024
Q4 | $2.75M | Sell |
17,858
-353
| -2% | -$54.3K | 0.02% | 122 |
|
|
2024
Q3 | $3.32M | Buy |
18,211
+2,495
| +16% | +$455K | 0.03% | 113 |
|
|
2024
Q2 | $2.99M | Buy |
15,716
+2,635
| +20% | +$501K | 0.03% | 102 |
|
|
2024
Q1 | $2.44M | Buy |
13,081
+1,181
| +10% | +$220K | 0.02% | 105 |
|
|
2023
Q4 | $2.3M | Buy |
11,900
+1,211
| +11% | +$234K | 0.02% | 108 |
|
|
2023
Q3 | $2.03M | Buy |
10,689
+1,160
| +12% | +$220K | 0.02% | 113 |
|
|
2023
Q2 | $2.38M | Buy |
9,529
+8
| +0.1% | +$2K | 0.03% | 108 |
|
|
2023
Q1 | $2.42M | Hold |
9,521
| – | – | 0.03% | 104 |
|
|
2022
Q4 | $2.2M | Hold |
9,521
| – | – | 0.03% | 108 |
|
|
2022
Q3 | $2.1M | Hold |
9,521
| – | – | 0.03% | 108 |
|
|
2022
Q2 | $2.05M | Sell |
9,521
-215
| -2% | -$46.3K | 0.03% | 112 |
|
|
2022
Q1 | $2.11M | Hold |
9,736
| – | – | 0.02% | 118 |
|
|
2021
Q4 | $1.88M | Hold |
9,736
| – | – | 0.02% | 133 |
|
|
2021
Q3 | $1.65M | Hold |
9,736
| – | – | 0.02% | 135 |
|
|
2021
Q2 | $1.7M | Buy |
9,736
+165
| +2% | +$28.7K | 0.02% | 137 |
|
|
2021
Q1 | $1.51M | Sell |
9,571
-466
| -5% | -$73.7K | 0.02% | 137 |
|
|
2020
Q4 | $1.53M | Buy |
10,037
+9,594
| +2,166% | +$1.46M | 0.02% | 131 |
|
|
2020
Q3 | $64K | Hold |
443
| – | – | ﹤0.01% | 370 |
|
|
2020
Q2 | $57K | Hold |
443
| – | – | ﹤0.01% | 365 |
|
|
2020
Q1 | $59K | Buy |
443
+175
| +65% | +$23.3K | ﹤0.01% | 359 |
|
|
2019
Q4 | $39K | Sell |
268
-1,148
| -81% | -$167K | ﹤0.01% | 443 |
|
|
2019
Q3 | $219K | Sell |
1,416
-50
| -3% | -$7.73K | ﹤0.01% | 256 |
|
|
2019
Q2 | $196K | Sell |
1,466
-375
| -20% | -$50.1K | ﹤0.01% | 269 |
|
|
2019
Q1 | $211K | Sell |
1,841
-52
| -3% | -$5.96K | ﹤0.01% | 253 |
|
|
2018
Q4 | $203K | Buy |
1,893
+950
| +101% | +$102K | ﹤0.01% | 251 |
|
|
2018
Q3 | $96K | Hold |
943
| – | – | ﹤0.01% | 354 |
|
|
2018
Q2 | $88K | Hold |
943
| – | – | ﹤0.01% | 369 |
|
|
2018
Q1 | $93K | Hold |
943
| – | – | ﹤0.01% | 375 |
|
|
2017
Q4 | $107K | Hold |
943
| – | – | ﹤0.01% | 356 |
|
|
2017
Q3 | $103K | Buy |
943
+53
| +6% | +$5.79K | ﹤0.01% | 357 |
|
|
2017
Q2 | $94K | Hold |
890
| – | – | ﹤0.01% | 362 |
|
|
2017
Q1 | $97K | Hold |
890
| – | – | ﹤0.01% | 353 |
|
|
2016
Q4 | $92K | Hold |
890
| – | – | ﹤0.01% | 339 |
|
|
2016
Q3 | $85K | Sell |
890
-420
| -32% | -$40.1K | ﹤0.01% | 348 |
|
|
2016
Q2 | $149K | Sell |
1,310
-15,455
| -92% | -$1.76M | ﹤0.01% | 287 |
|
|
2016
Q1 | $1.54M | Buy |
16,765
+330
| +2% | +$30.4K | 0.04% | 127 |
|
|
2015
Q4 | $1.47M | Buy |
16,435
+15,155
| +1,184% | +$1.35M | 0.04% | 131 |
|
|
2015
Q3 | $114K | Hold |
1,280
| – | – | ﹤0.01% | 342 |
|
|
2015
Q2 | $114K | Hold |
1,280
| – | – | ﹤0.01% | 342 |
|
|
2015
Q1 | $129K | Hold |
1,280
| – | – | ﹤0.01% | 336 |
|
|
2014
Q4 | $133K | Hold |
1,280
| – | – | ﹤0.01% | 324 |
|
|
2014
Q3 | $122K | Hold |
1,280
| – | – | ﹤0.01% | 321 |
|
|
2014
Q2 | $125K | Hold |
1,280
| – | – | ﹤0.01% | 331 |
|
|
2014
Q1 | $134K | Hold |
1,280
| – | – | ﹤0.01% | 304 |
|
|
2013
Q4 | $124K | Hold |
1,280
| – | – | ﹤0.01% | 303 |
|
|
2013
Q3 | $118K | Hold |
1,280
| – | – | ﹤0.01% | 291 |
|
|
2013
Q2 | $114K | Buy |
+1,280
| New | +$114K | ﹤0.01% | 310 |
|