Wendell David Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Hold |
5,195
| – | – | 0.09% | 98 |
|
|
2025
Q1 | $889K | Hold |
5,195
| – | – | 0.09% | 95 |
|
|
2024
Q4 | $880K | Sell |
5,195
-961
| -16% | -$163K | 0.09% | 98 |
|
|
2024
Q3 | $1.18M | Sell |
6,156
-95
| -2% | -$18.2K | 0.11% | 83 |
|
|
2024
Q2 | $1.15M | Sell |
6,251
-3,840
| -38% | -$706K | 0.12% | 81 |
|
|
2024
Q1 | $1.96M | Sell |
10,091
-109
| -1% | -$21.2K | 0.2% | 72 |
|
|
2023
Q4 | $1.9M | Sell |
10,200
-1,635
| -14% | -$305K | 0.2% | 74 |
|
|
2023
Q3 | $2.37M | Sell |
11,835
-2,105
| -15% | -$421K | 0.28% | 66 |
|
|
2023
Q2 | $3.48M | Buy |
13,940
+2,580
| +23% | +$644K | 0.39% | 59 |
|
|
2023
Q1 | $2.89M | Buy |
11,360
+6,335
| +126% | +$1.61M | 0.34% | 66 |
|
|
2022
Q4 | $1.16M | Sell |
5,025
-50
| -1% | -$11.6K | 0.14% | 84 |
|
|
2022
Q3 | $1.12M | Sell |
5,075
-5
| -0.1% | -$1.1K | 0.15% | 82 |
|
|
2022
Q2 | $1.09M | Sell |
5,080
-175
| -3% | -$37.7K | 0.14% | 85 |
|
|
2022
Q1 | $1.14M | Sell |
5,255
-65
| -1% | -$14.1K | 0.13% | 84 |
|
|
2021
Q4 | $1.03M | Hold |
5,320
| – | – | 0.1% | 92 |
|
|
2021
Q3 | $900K | Hold |
5,320
| – | – | 0.1% | 93 |
|
|
2021
Q2 | $927K | Hold |
5,320
| – | – | 0.1% | 93 |
|
|
2021
Q1 | $841K | Buy |
5,320
+25
| +0.5% | +$3.95K | 0.1% | 94 |
|
|
2020
Q4 | $807K | Buy |
5,295
+50
| +1% | +$7.62K | 0.1% | 94 |
|
|
2020
Q3 | $752K | Buy |
5,245
+25
| +0.5% | +$3.58K | 0.1% | 94 |
|
|
2020
Q2 | $677K | Sell |
5,220
-175
| -3% | -$22.7K | 0.1% | 94 |
|
|
2020
Q1 | $715K | Sell |
5,395
-75
| -1% | -$9.94K | 0.12% | 90 |
|
|
2019
Q4 | $804K | Hold |
5,470
| – | – | 0.11% | 98 |
|
|
2019
Q3 | $848K | Sell |
5,470
-110
| -2% | -$17.1K | 0.12% | 92 |
|
|
2019
Q2 | $748K | Hold |
5,580
| – | – | 0.11% | 98 |
|
|
2019
Q1 | $641K | Hold |
5,580
| – | – | 0.1% | 104 |
|
|
2018
Q4 | $598K | Sell |
5,580
-1,455
| -21% | -$156K | 0.11% | 103 |
|
|
2018
Q3 | $718K | Sell |
7,035
-200
| -3% | -$20.4K | 0.11% | 103 |
|
|
2018
Q2 | $673K | Buy |
7,235
+340
| +5% | +$31.6K | 0.11% | 107 |
|
|
2018
Q1 | $682K | Buy |
6,895
+110
| +2% | +$10.9K | 0.12% | 104 |
|
|
2017
Q4 | $770K | Sell |
6,785
-490
| -7% | -$55.6K | 0.13% | 104 |
|
|
2017
Q3 | $794K | Buy |
7,275
+380
| +6% | +$41.5K | 0.14% | 102 |
|
|
2017
Q2 | $740K | Sell |
6,895
-100
| -1% | -$10.7K | 0.14% | 100 |
|
|
2017
Q1 | $764K | Hold |
6,995
| – | – | 0.15% | 99 |
|
|
2016
Q4 | $723K | Sell |
6,995
-300
| -4% | -$31K | 0.14% | 102 |
|
|
2016
Q3 | $697K | Buy |
7,295
+50
| +0.7% | +$4.78K | 0.14% | 104 |
|
|
2016
Q2 | $819K | Sell |
7,245
-880
| -11% | -$99.5K | 0.16% | 97 |
|
|
2016
Q1 | $748K | Buy |
8,125
+150
| +2% | +$13.8K | 0.15% | 100 |
|
|
2015
Q4 | $710K | Buy |
7,975
+974
| +14% | +$86.7K | 0.14% | 101 |
|
|
2015
Q3 | $644K | Buy |
7,001
+2,150
| +44% | +$198K | 0.13% | 102 |
|
|
2015
Q2 | $432K | Buy |
4,851
+250
| +5% | +$22.3K | 0.08% | 122 |
|
|
2015
Q1 | $465K | Hold |
4,601
| – | – | 0.09% | 121 |
|
|
2014
Q4 | $479K | Buy |
4,601
+2,250
| +96% | +$234K | 0.09% | 118 |
|
|
2014
Q3 | $223K | Buy |
2,351
+51
| +2% | +$4.84K | 0.05% | 136 |
|
|
2014
Q2 | $223K | Hold |
2,300
| – | – | 0.05% | 133 |
|
|
2014
Q1 | $239K | Hold |
2,300
| – | – | 0.05% | 133 |
|
|
2013
Q4 | $223K | Hold |
2,300
| – | – | 0.05% | 132 |
|
|
2013
Q3 | $214K | Buy |
+2,300
| New | +$214K | 0.05% | 133 |
|