Wendell David Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Buy |
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|
2025
Q2 | $862K | Hold |
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|
2025
Q1 | $889K | Hold |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $2.37M | Sell |
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|
2023
Q2 | $3.48M | Buy |
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|
2023
Q1 | $2.89M | Buy |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $900K | Hold |
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|
2021
Q2 | $927K | Hold |
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|
2021
Q1 | $841K | Buy |
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|
2020
Q4 | $807K | Buy |
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|
2020
Q3 | $752K | Buy |
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|
2020
Q2 | $677K | Sell |
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|
2020
Q1 | $715K | Sell |
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|
2019
Q4 | $804K | Hold |
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|
2019
Q3 | $848K | Sell |
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|
2019
Q2 | $748K | Hold |
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|
2019
Q1 | $641K | Hold |
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|
2018
Q4 | $598K | Sell |
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|
2018
Q3 | $718K | Sell |
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|
2018
Q2 | $673K | Buy |
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|
2018
Q1 | $682K | Buy |
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|
2017
Q4 | $770K | Sell |
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|
2017
Q3 | $794K | Buy |
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|
2017
Q2 | $740K | Sell |
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|
2017
Q1 | $764K | Hold |
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|
2016
Q4 | $723K | Sell |
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|
2016
Q3 | $697K | Buy |
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|
2016
Q2 | $819K | Sell |
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|
2016
Q1 | $748K | Buy |
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|
2015
Q4 | $710K | Buy |
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|
2015
Q3 | $644K | Buy |
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|
2015
Q2 | $432K | Buy |
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|
2015
Q1 | $465K | Hold |
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|
2014
Q4 | $479K | Buy |
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|
2014
Q3 | $223K | Buy |
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|
2014
Q2 | $223K | Hold |
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|
2014
Q1 | $239K | Hold |
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|
2013
Q4 | $223K | Hold |
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|
2013
Q3 | $214K | Buy |
|