NWAM LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,311
| Closed | -$239K | – | 646 |
|
|
2025
Q4 | $239K | Sell |
1,311
-15
| -1% | -$2.74K | 0.01% | 552 |
|
|
2025
Q3 | $248K | Sell |
1,326
-195
| -13% | -$35.4K | 0.01% | 560 |
|
|
2025
Q2 | $254K | Buy |
1,521
+79
| +5% | +$13K | 0.01% | 544 |
|
|
2025
Q1 | $247K | Sell |
1,442
-143
| -9% | -$23.4K | 0.02% | 445 |
|
|
2024
Q4 | $268K | Sell |
1,585
-128
| -7% | -$23K | 0.02% | 502 |
|
|
2024
Q3 | $329K | Buy |
+1,713
| New | +$333K | 0.02% | 474 |
|
|
2024
Q2 | – | Sell |
-1,568
| Closed | -$305K | – | 312 |
|
|
2024
Q1 | $305K | Sell |
1,568
-48
| -3% | -$9.26K | 0.02% | 427 |
|
|
2023
Q4 | $301K | Buy |
+1,616
| New | +$306K | 0.02% | 436 |
|
|
2023
Q3 | – | Sell |
-1,707
| Closed | -$426K | – | 519 |
|
|
2023
Q2 | $426K | Buy |
+1,707
| New | +$448K | 0.04% | 357 |
|
|
2023
Q1 | – | Sell |
-1,712
| Closed | -$396K | – | 515 |
|
|
2022
Q4 | $396K | Buy |
1,712
+263
| +18% | +$60.6K | 0.04% | 354 |
|
|
2022
Q3 | $320K | Sell |
1,449
-557
| -28% | -$125K | 0.03% | 373 |
|
|
2022
Q2 | $433K | Buy |
2,006
+545
| +37% | +$119K | 0.04% | 331 |
|
|
2022
Q1 | $317K | Buy |
1,461
+47
| +3% | +$9.55K | 0.02% | 410 |
|
|
2021
Q4 | $274K | Sell |
1,414
-28
| -2% | -$5.07K | 0.02% | 430 |
|
|
2021
Q3 | $244K | Hold |
1,442
| – | – | 0.02% | 434 |
|
|
2021
Q2 | $251K | Hold |
1,442
| – | – | 0.02% | 406 |
|
|
2021
Q1 | $228K | Hold |
1,442
| – | – | 0.02% | 433 |
|
|
2020
Q4 | $220K | Buy |
+1,442
| New | +$213K | 0.03% | 407 |
|
|
2020
Q2 | – | Sell |
-1,512
| Closed | -$200 | – | 427 |
|
|
2020
Q1 | $200 | Sell |
1,512
-200
| -12% | -$29.5K | 0.01% | 360 |
|
|
2019
Q4 | $252K | Buy |
1,712
+1
| +0.1% | +$148 | 0.04% | 334 |
|
|
2019
Q3 | $265K | Buy |
1,711
+10
| +0.6% | +$1.51K | 0.05% | 305 |
|
|
2019
Q2 | $228K | Buy |
+1,701
| New | +$216K | 0.05% | 320 |
|
|
2017
Q4 | – | Sell |
-2,766
| Closed | -$302K | – | 333 |
|
|
2017
Q3 | $302K | Buy |
2,766
+35
| +1% | +$3.73K | 0.08% | 234 |
|
|
2017
Q2 | $293K | Buy |
+2,731
| New | +$301K | 0.05% | 229 |
|
Other funds holding HSY
VCM
VPM
NWAM LLC's HSY Position: Q1 2026 in Review
NWAM LLC sold out of Hershey (HSY) in Q1 2026, closing a stake of 1,311 shares — an estimated $239K sold.
NWAM LLC first reported a position in HSY in Q2 2017 and held it in 24 quarters. The position peaked at $433K in Q2 2022. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- NWAM LLC reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
- NWAM LLC sold 1,311 Hershey shares in Q1 2026, an estimated $239K.
- NWAM LLC first reported a position in Hershey in Q2 2017 and held it in 24 quarters.
- NWAM LLC's Hershey position peaked at $433K in Q2 2022.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.