WAM
Weatherly Asset Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
2,515
-140
| -5% | -$23.2K | 0.04% | 136 |
|
|
2025
Q1 | $454K | Sell |
2,655
-50
| -2% | -$8.55K | 0.04% | 135 |
|
|
2024
Q4 | $458K | Sell |
2,705
-107
| -4% | -$18.1K | 0.04% | 133 |
|
|
2024
Q3 | $539K | Buy |
2,812
+107
| +4% | +$20.5K | 0.05% | 129 |
|
|
2024
Q2 | $497K | Hold |
2,705
| – | – | 0.05% | 128 |
|
|
2024
Q1 | $526K | Sell |
2,705
-200
| -7% | -$38.9K | 0.05% | 126 |
|
|
2023
Q4 | $542K | Hold |
2,905
| – | – | 0.06% | 126 |
|
|
2023
Q3 | $581K | Hold |
2,905
| – | – | 0.07% | 121 |
|
|
2023
Q2 | $725K | Buy |
2,905
+25
| +0.9% | +$6.24K | 0.08% | 116 |
|
|
2023
Q1 | $733K | Sell |
2,880
-50
| -2% | -$12.7K | 0.1% | 116 |
|
|
2022
Q4 | $679K | Sell |
2,930
-115
| -4% | -$26.6K | 0.09% | 119 |
|
|
2022
Q3 | $671K | Hold |
3,045
| – | – | 0.1% | 120 |
|
|
2022
Q2 | $655K | Sell |
3,045
-225
| -7% | -$48.4K | 0.09% | 121 |
|
|
2022
Q1 | $708K | Sell |
3,270
-150
| -4% | -$32.5K | 0.08% | 124 |
|
|
2021
Q4 | $662K | Sell |
3,420
-200
| -6% | -$38.7K | 0.07% | 130 |
|
|
2021
Q3 | $613K | Hold |
3,620
| – | – | 0.07% | 135 |
|
|
2021
Q2 | $631K | Sell |
3,620
-50
| -1% | -$8.72K | 0.08% | 129 |
|
|
2021
Q1 | $580K | Sell |
3,670
-35
| -0.9% | -$5.53K | 0.08% | 128 |
|
|
2020
Q4 | $564K | Hold |
3,705
| – | – | 0.08% | 125 |
|
|
2020
Q3 | $531K | Sell |
3,705
-135
| -4% | -$19.3K | 0.09% | 129 |
|
|
2020
Q2 | $498K | Hold |
3,840
| – | – | 0.09% | 129 |
|
|
2020
Q1 | $509K | Sell |
3,840
-275
| -7% | -$36.5K | 0.11% | 119 |
|
|
2019
Q4 | $605K | Hold |
4,115
| – | – | 0.12% | 126 |
|
|
2019
Q3 | $638K | Sell |
4,115
-390
| -9% | -$60.5K | 0.14% | 117 |
|
|
2019
Q2 | $604K | Sell |
4,505
-350
| -7% | -$46.9K | 0.12% | 122 |
|
|
2019
Q1 | $557K | Sell |
4,855
-250
| -5% | -$28.7K | 0.11% | 125 |
|
|
2018
Q4 | $547K | Sell |
5,105
-60
| -1% | -$6.43K | 0.13% | 124 |
|
|
2018
Q3 | $527K | Hold |
5,165
| – | – | 0.11% | 131 |
|
|
2018
Q2 | $481K | Sell |
5,165
-543
| -10% | -$50.6K | 0.11% | 130 |
|
|
2018
Q1 | $565K | Sell |
5,708
-1,896
| -25% | -$188K | 0.13% | 122 |
|
|
2017
Q4 | $863K | Buy |
7,604
+2,424
| +47% | +$275K | 0.21% | 101 |
|
|
2017
Q3 | $566K | Sell |
5,180
-100
| -2% | -$10.9K | 0.15% | 118 |
|
|
2017
Q2 | $567K | Sell |
5,280
-150
| -3% | -$16.1K | 0.16% | 121 |
|
|
2017
Q1 | $593K | Hold |
5,430
| – | – | 0.18% | 112 |
|
|
2016
Q4 | $562K | Hold |
5,430
| – | – | 0.18% | 108 |
|
|
2016
Q3 | $519K | Hold |
5,430
| – | – | 0.17% | 113 |
|
|
2016
Q2 | $616K | Sell |
5,430
-432
| -7% | -$49K | 0.2% | 107 |
|
|
2016
Q1 | $539K | Hold |
5,862
| – | – | 0.19% | 106 |
|
|
2015
Q4 | $523K | Hold |
5,862
| – | – | 0.19% | 104 |
|
|
2015
Q3 | $538K | Sell |
5,862
-100
| -2% | -$9.18K | 0.22% | 93 |
|
|
2015
Q2 | $529K | Sell |
5,962
-100
| -2% | -$8.87K | 0.2% | 102 |
|
|
2015
Q1 | $611K | Hold |
6,062
| – | – | 0.24% | 91 |
|
|
2014
Q4 | $630K | Sell |
6,062
-430
| -7% | -$44.7K | 0.26% | 89 |
|
|
2014
Q3 | $620K | Hold |
6,492
| – | – | 0.27% | 88 |
|
|
2014
Q2 | $632K | Sell |
6,492
-70
| -1% | -$6.82K | 0.26% | 87 |
|
|
2014
Q1 | $685K | Hold |
6,562
| – | – | 0.32% | 80 |
|
|
2013
Q4 | $638K | Hold |
6,562
| – | – | 0.3% | 81 |
|
|
2013
Q3 | $607K | Hold |
6,562
| – | – | 0.31% | 78 |
|
|
2013
Q2 | $586K | Buy |
+6,562
| New | +$586K | 0.32% | 71 |
|