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