McKinley Carter Wealth Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
1,335
| – | – | 0.01% | 290 |
|
|
2025
Q1 | $228K | Hold |
1,335
| – | – | 0.01% | 281 |
|
|
2024
Q4 | $226K | Sell |
1,335
-261
| -16% | -$44.2K | 0.01% | 275 |
|
|
2024
Q3 | $306K | Hold |
1,596
| – | – | 0.02% | 256 |
|
|
2024
Q2 | $293K | Sell |
1,596
-54
| -3% | -$9.93K | 0.02% | 260 |
|
|
2024
Q1 | $321K | Sell |
1,650
-60
| -4% | -$11.7K | 0.02% | 250 |
|
|
2023
Q4 | $319K | Sell |
1,710
-90
| -5% | -$16.8K | 0.02% | 244 |
|
|
2023
Q3 | $360K | Hold |
1,800
| – | – | 0.03% | 230 |
|
|
2023
Q2 | $449K | Hold |
1,800
| – | – | 0.03% | 218 |
|
|
2023
Q1 | $458K | Hold |
1,800
| – | – | 0.04% | 213 |
|
|
2022
Q4 | $417K | Buy |
1,800
+300
| +20% | +$69.5K | 0.04% | 220 |
|
|
2022
Q3 | $331K | Hold |
1,500
| – | – | 0.03% | 228 |
|
|
2022
Q2 | $323K | Buy |
1,500
+60
| +4% | +$12.9K | 0.03% | 234 |
|
|
2022
Q1 | $312K | Hold |
1,440
| – | – | 0.02% | 237 |
|
|
2021
Q4 | $279K | Hold |
1,440
| – | – | 0.02% | 250 |
|
|
2021
Q3 | $244K | Sell |
1,440
-11
| -0.8% | -$1.86K | 0.02% | 261 |
|
|
2021
Q2 | $253K | Sell |
1,451
-150
| -9% | -$26.2K | 0.02% | 254 |
|
|
2021
Q1 | $253K | Buy |
1,601
+161
| +11% | +$25.4K | 0.02% | 259 |
|
|
2020
Q4 | $219K | Sell |
1,440
-385
| -21% | -$58.6K | 0.03% | 244 |
|
|
2020
Q3 | $262K | Sell |
1,825
-293
| -14% | -$42.1K | 0.06% | 126 |
|
|
2020
Q2 | $275K | Sell |
2,118
-86
| -4% | -$11.2K | 0.07% | 117 |
|
|
2020
Q1 | $292K | Sell |
2,204
-385
| -15% | -$51K | 0.09% | 117 |
|
|
2019
Q4 | $381K | Buy |
2,589
+6
| +0.2% | +$883 | 0.09% | 124 |
|
|
2019
Q3 | $400K | Sell |
2,583
-3
| -0.1% | -$465 | 0.1% | 120 |
|
|
2019
Q2 | $347K | Sell |
2,586
-24
| -0.9% | -$3.22K | 0.09% | 128 |
|
|
2019
Q1 | $300K | Sell |
2,610
-806
| -24% | -$92.6K | 0.08% | 133 |
|
|
2018
Q4 | $366K | Sell |
3,416
-475
| -12% | -$50.9K | 0.12% | 112 |
|
|
2018
Q3 | $397K | Sell |
3,891
-549
| -12% | -$56K | 0.12% | 110 |
|
|
2018
Q2 | $413K | Sell |
4,440
-3,225
| -42% | -$300K | 0.13% | 108 |
|
|
2018
Q1 | $759K | Sell |
7,665
-14,161
| -65% | -$1.4M | 0.25% | 80 |
|
|
2017
Q4 | $2.48M | Sell |
21,826
-1,248
| -5% | -$142K | 0.85% | 30 |
|
|
2017
Q3 | $2.52M | Buy |
23,074
+718
| +3% | +$78.4K | 0.97% | 25 |
|
|
2017
Q2 | $2.4M | Sell |
22,356
-655
| -3% | -$70.3K | 1.06% | 28 |
|
|
2017
Q1 | $2.51M | Buy |
23,011
+114
| +0.5% | +$12.5K | 1.17% | 24 |
|
|
2016
Q4 | $2.37M | Buy |
22,897
+139
| +0.6% | +$14.4K | 1.2% | 23 |
|
|
2016
Q3 | $2.18M | Sell |
22,758
-96
| -0.4% | -$9.18K | 1.12% | 32 |
|
|
2016
Q2 | $2.59M | Buy |
22,854
+922
| +4% | +$105K | 1.35% | 19 |
|
|
2016
Q1 | $2.02M | Buy |
21,932
+1,423
| +7% | +$131K | 1.12% | 28 |
|
|
2015
Q4 | $1.83M | Buy |
20,509
+1,620
| +9% | +$145K | 1.05% | 33 |
|
|
2015
Q3 | $1.74M | Buy |
18,889
+5,443
| +40% | +$500K | 1.08% | 35 |
|
|
2015
Q2 | $1.19M | Buy |
13,446
+4,706
| +54% | +$418K | 0.65% | 49 |
|
|
2015
Q1 | $882K | Buy |
+8,740
| New | +$882K | 0.57% | 51 |
|