Luther King Capital Management (LKCM)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,200
| Closed | -$205K | – | 597 |
|
|
2025
Q1 | $205K | Sell |
1,200
-172
| -13% | -$29.4K | ﹤0.01% | 574 |
|
|
2024
Q4 | $232K | Sell |
1,372
-77
| -5% | -$13K | ﹤0.01% | 551 |
|
|
2024
Q3 | $278K | Buy |
1,449
+49
| +4% | +$9.4K | ﹤0.01% | 539 |
|
|
2024
Q2 | $257K | Hold |
1,400
| – | – | ﹤0.01% | 539 |
|
|
2024
Q1 | $272K | Hold |
1,400
| – | – | ﹤0.01% | 538 |
|
|
2023
Q4 | $261K | Sell |
1,400
-263
| -16% | -$49K | ﹤0.01% | 534 |
|
|
2023
Q3 | $333K | Hold |
1,663
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $415K | Hold |
1,663
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $423K | Sell |
1,663
-200
| -11% | -$50.9K | ﹤0.01% | 480 |
|
|
2022
Q4 | $431K | Hold |
1,863
| – | – | ﹤0.01% | 471 |
|
|
2022
Q3 | $411K | Sell |
1,863
-226
| -11% | -$49.9K | ﹤0.01% | 470 |
|
|
2022
Q2 | $449K | Buy |
2,089
+528
| +34% | +$113K | ﹤0.01% | 490 |
|
|
2022
Q1 | $338K | Hold |
1,561
| – | – | ﹤0.01% | 528 |
|
|
2021
Q4 | $302K | Sell |
1,561
-166
| -10% | -$32.1K | ﹤0.01% | 553 |
|
|
2021
Q3 | $292K | Buy |
1,727
+128
| +8% | +$21.6K | ﹤0.01% | 549 |
|
|
2021
Q2 | $279K | Buy |
+1,599
| New | +$279K | ﹤0.01% | 559 |
|
|
2021
Q1 | – | Sell |
-1,600
| Closed | -$244K | – | 562 |
|
|
2020
Q4 | $244K | Buy |
+1,600
| New | +$244K | ﹤0.01% | 516 |
|
|
2015
Q4 | – | Sell |
-5,430
| Closed | -$499K | – | 538 |
|
|
2015
Q3 | $499K | Sell |
5,430
-90
| -2% | -$8.27K | ﹤0.01% | 417 |
|
|
2015
Q2 | $490K | Hold |
5,520
| – | – | ﹤0.01% | 435 |
|
|
2015
Q1 | $557K | Hold |
5,520
| – | – | ﹤0.01% | 416 |
|
|
2014
Q4 | $574K | Sell |
5,520
-1,000
| -15% | -$104K | ﹤0.01% | 422 |
|
|
2014
Q3 | $622K | Sell |
6,520
-100
| -2% | -$9.54K | 0.01% | 430 |
|
|
2014
Q2 | $645K | Sell |
6,620
-395
| -6% | -$38.5K | 0.01% | 428 |
|
|
2014
Q1 | $732K | Sell |
7,015
-200
| -3% | -$20.9K | 0.01% | 407 |
|
|
2013
Q4 | $702K | Sell |
7,215
-14,550
| -67% | -$1.42M | 0.01% | 418 |
|
|
2013
Q3 | $2.01M | Buy |
21,765
+10,570
| +94% | +$978K | 0.02% | 338 |
|
|
2013
Q2 | $999K | Buy |
+11,195
| New | +$999K | 0.01% | 413 |
|