Wellington Shields Capital Management’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 |
-100
| Closed | -$19.2K | – | 317 |
|
|
2024
Q3 | $19.2K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
|
2024
Q2 | $18.4K | Buy |
+100
| New | +$18.4K | ﹤0.01% | 300 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$25K | – | 308 |
|
|
2023
Q2 | $25K | Sell |
100
-50
| -33% | -$12.5K | ﹤0.01% | 290 |
|
|
2023
Q1 | $38.2K | Buy |
+150
| New | +$38.2K | ﹤0.01% | 295 |
|
|
2016
Q2 | – | Sell |
-2,958
| Closed | -$272K | – | 324 |
|
|
2016
Q1 | $272K | Buy |
2,958
+1
| +0% | +$92 | 0.05% | 266 |
|
|
2015
Q4 | $264K | Buy |
2,957
+2
| +0.1% | +$179 | 0.04% | 263 |
|
|
2015
Q3 | $272K | Buy |
2,955
+1
| +0% | +$92 | 0.05% | 255 |
|
|
2015
Q2 | $262K | Buy |
2,954
+1
| +0% | +$89 | 0.04% | 293 |
|
|
2015
Q1 | $298K | Buy |
2,953
+1
| +0% | +$101 | 0.04% | 277 |
|
|
2014
Q4 | $307K | Buy |
2,952
+1
| +0% | +$104 | 0.05% | 269 |
|
|
2014
Q3 | $282K | Buy |
2,951
+2
| +0.1% | +$191 | 0.05% | 281 |
|
|
2014
Q2 | $287K | Buy |
2,949
+1
| +0% | +$97 | 0.04% | 298 |
|
|
2014
Q1 | $308K | Buy |
2,948
+1
| +0% | +$104 | 0.05% | 262 |
|
|
2013
Q4 | $287K | Sell |
2,947
-399
| -12% | -$38.9K | 0.05% | 251 |
|
|
2013
Q3 | $310K | Buy |
3,346
+2
| +0.1% | +$185 | 0.06% | 234 |
|
|
2013
Q2 | $299K | Buy |
+3,344
| New | +$299K | 0.05% | 257 |
|