Wilbanks Smith & Thomas Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $705K | Sell |
3,624
-27
| -0.7% | -$5.25K | 0.02% | 286 |
|
|
2023
Q4 | $681K | Buy |
3,651
+41
| +1% | +$7.64K | 0.02% | 287 |
|
|
2023
Q3 | $722K | Buy |
3,610
+43
| +1% | +$8.6K | 0.03% | 258 |
|
|
2023
Q2 | $891K | Buy |
3,567
+319
| +10% | +$79.7K | 0.03% | 239 |
|
|
2023
Q1 | $826K | Buy |
3,248
+401
| +14% | +$102K | 0.03% | 244 |
|
|
2022
Q4 | $659K | Buy |
2,847
+1
| +0% | +$232 | 0.03% | 263 |
|
|
2022
Q3 | $627K | Buy |
2,846
+1
| +0% | +$220 | 0.03% | 261 |
|
|
2022
Q2 | $612K | Buy |
2,845
+42
| +1% | +$9.04K | 0.03% | 268 |
|
|
2022
Q1 | $617K | Buy |
2,803
+1
| +0% | +$220 | 0.02% | 274 |
|
|
2021
Q4 | $542K | Hold |
2,802
| – | – | 0.02% | 315 |
|
|
2021
Q3 | $474K | Sell |
2,802
-139
| -5% | -$23.5K | 0.02% | 315 |
|
|
2021
Q2 | $512K | Buy |
2,941
+1
| +0% | +$174 | 0.02% | 304 |
|
|
2021
Q1 | $465K | Buy |
2,940
+168
| +6% | +$26.6K | 0.02% | 293 |
|
|
2020
Q4 | $422K | Sell |
2,772
-104
| -4% | -$15.8K | 0.02% | 284 |
|
|
2020
Q3 | $412K | Sell |
2,876
-999
| -26% | -$143K | 0.02% | 272 |
|
|
2020
Q2 | $502K | Sell |
3,875
-183
| -5% | -$23.7K | 0.03% | 232 |
|
|
2020
Q1 | $538K | Sell |
4,058
-2,972
| -42% | -$394K | 0.04% | 208 |
|
|
2019
Q4 | $1.03M | Buy |
7,030
+1
| +0% | +$147 | 0.06% | 171 |
|
|
2019
Q3 | $1.09M | Sell |
7,029
-113
| -2% | -$17.5K | 0.07% | 166 |
|
|
2019
Q2 | $957K | Sell |
7,142
-172
| -2% | -$23K | 0.06% | 174 |
|
|
2019
Q1 | $840K | Buy |
7,314
+172
| +2% | +$19.8K | 0.05% | 183 |
|
|
2018
Q4 | $766K | Buy |
7,142
+3
| +0% | +$322 | 0.05% | 166 |
|
|
2018
Q3 | $728K | Buy |
7,139
+162
| +2% | +$16.5K | 0.04% | 193 |
|
|
2018
Q2 | $649K | Buy |
6,977
+11
| +0.2% | +$1.02K | 0.05% | 168 |
|
|
2018
Q1 | $689K | Sell |
6,966
-98
| -1% | -$9.69K | 0.06% | 164 |
|
|
2017
Q4 | $802K | Buy |
7,064
+1
| +0% | +$114 | 0.06% | 154 |
|
|
2017
Q3 | $771K | Buy |
7,063
+201
| +3% | +$21.9K | 0.07% | 153 |
|
|
2017
Q2 | $737K | Buy |
6,862
+1
| +0% | +$107 | 0.06% | 156 |
|
|
2017
Q1 | $750K | Buy |
6,861
+2
| +0% | +$219 | 0.06% | 154 |
|
|
2016
Q4 | $709K | Buy |
6,859
+2,481
| +57% | +$256K | 0.06% | 150 |
|
|
2016
Q3 | $419K | Sell |
4,378
-2,779
| -39% | -$266K | 0.04% | 181 |
|
|
2016
Q2 | $812K | Sell |
7,157
-49
| -0.7% | -$5.56K | 0.08% | 143 |
|
|
2016
Q1 | $664K | Sell |
7,206
-95
| -1% | -$8.75K | 0.08% | 145 |
|
|
2015
Q4 | $652K | Buy |
7,301
+2,484
| +52% | +$222K | 0.06% | 144 |
|
|
2015
Q3 | $443K | Sell |
4,817
-2,477
| -34% | -$228K | 0.06% | 159 |
|
|
2015
Q2 | $648K | Buy |
7,294
+55
| +0.8% | +$4.89K | 0.06% | 155 |
|
|
2015
Q1 | $730K | Buy |
7,239
+1
| +0% | +$101 | 0.07% | 141 |
|
|
2014
Q4 | $752K | Buy |
7,238
+4
| +0.1% | +$416 | 0.08% | 142 |
|
|
2014
Q3 | $690K | Buy |
7,234
+1
| +0% | +$95 | 0.08% | 132 |
|
|
2014
Q2 | $704K | Sell |
7,233
-39
| -0.5% | -$3.8K | 0.08% | 138 |
|
|
2014
Q1 | $759K | Sell |
7,272
-7
| -0.1% | -$731 | 0.09% | 131 |
|
|
2013
Q4 | $708K | Buy |
7,279
+2
| +0% | +$195 | 0.08% | 134 |
|
|
2013
Q3 | $673K | Buy |
7,277
+3
| +0% | +$277 | 0.09% | 131 |
|
|
2013
Q2 | $649K | Buy |
+7,274
| New | +$649K | 0.1% | 128 |
|