Mogy Joel R Investment Counsel’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,133
| Closed | -$217K | – | 112 |
|
2024
Q3 | $217K | Sell |
1,133
-200
| -15% | -$38.4K | 0.01% | 97 |
|
2024
Q2 | $245K | Hold |
1,333
| – | – | 0.02% | 93 |
|
2024
Q1 | $259K | Hold |
1,333
| – | – | 0.02% | 94 |
|
2023
Q4 | $249K | Hold |
1,333
| – | – | 0.02% | 92 |
|
2023
Q3 | $267K | Hold |
1,333
| – | – | 0.02% | 93 |
|
2023
Q2 | $333K | Hold |
1,333
| – | – | 0.03% | 100 |
|
2023
Q1 | $339K | Hold |
1,333
| – | – | 0.03% | 99 |
|
2022
Q4 | $309K | Hold |
1,333
| – | – | 0.03% | 93 |
|
2022
Q3 | $294K | Hold |
1,333
| – | – | 0.03% | 95 |
|
2022
Q2 | $287K | Hold |
1,333
| – | – | 0.03% | 97 |
|
2022
Q1 | $289K | Hold |
1,333
| – | – | 0.02% | 103 |
|
2021
Q4 | $258K | Hold |
1,333
| – | – | 0.02% | 114 |
|
2021
Q3 | $226K | Hold |
1,333
| – | – | 0.02% | 109 |
|
2021
Q2 | $232K | Hold |
1,333
| – | – | 0.02% | 109 |
|
2021
Q1 | $211K | Hold |
1,333
| – | – | 0.02% | 111 |
|
2020
Q4 | $203K | Buy |
+1,333
| New | +$203K | 0.02% | 107 |
|
2020
Q1 | – | Sell |
-1,583
| Closed | -$233K | – | 107 |
|
2019
Q4 | $233K | Hold |
1,583
| – | – | 0.03% | 109 |
|
2019
Q3 | $245K | Hold |
1,583
| – | – | 0.03% | 112 |
|
2019
Q2 | $212K | Buy |
+1,583
| New | +$212K | 0.03% | 109 |
|
2015
Q2 | – | Sell |
-2,050
| Closed | -$207K | – | 143 |
|
2015
Q1 | $207K | Hold |
2,050
| – | – | 0.04% | 139 |
|
2014
Q4 | $213K | Buy |
+2,050
| New | +$213K | 0.04% | 142 |
|
2014
Q2 | – | Sell |
-2,050
| Closed | -$214K | – | 146 |
|
2014
Q1 | $214K | Buy |
+2,050
| New | +$214K | 0.04% | 143 |
|