Mitchell McLeod Pugh & Williams’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
5,194
+528
| +11% | +$87.6K | 0.16% | 130 |
|
|
2025
Q1 | $798K | Sell |
4,666
-116
| -2% | -$19.8K | 0.17% | 127 |
|
|
2024
Q4 | $810K | Buy |
4,782
+2,223
| +87% | +$376K | 0.17% | 124 |
|
|
2024
Q3 | $491K | Hold |
2,559
| – | – | 0.1% | 178 |
|
|
2024
Q2 | $470K | Hold |
2,559
| – | – | 0.11% | 170 |
|
|
2024
Q1 | $498K | Sell |
2,559
-16
| -0.6% | -$3.11K | 0.12% | 162 |
|
|
2023
Q4 | $480K | Hold |
2,575
| – | – | 0.13% | 158 |
|
|
2023
Q3 | $515K | Buy |
2,575
+1,179
| +84% | +$236K | 0.15% | 146 |
|
|
2023
Q2 | $349K | Sell |
1,396
-130
| -9% | -$32.5K | 0.1% | 183 |
|
|
2023
Q1 | $388K | Hold |
1,526
| – | – | 0.12% | 173 |
|
|
2022
Q4 | $353K | Hold |
1,526
| – | – | 0.12% | 183 |
|
|
2022
Q3 | $336K | Buy |
1,526
+316
| +26% | +$69.6K | 0.13% | 166 |
|
|
2022
Q2 | $260K | Hold |
1,210
| – | – | 0.1% | 182 |
|
|
2022
Q1 | $262K | Hold |
1,210
| – | – | 0.09% | 198 |
|
|
2021
Q4 | $234K | Hold |
1,210
| – | – | 0.08% | 210 |
|
|
2021
Q3 | $205K | Hold |
1,210
| – | – | 0.08% | 219 |
|
|
2021
Q2 | $211K | Buy |
+1,210
| New | +$211K | 0.08% | 215 |
|