Wilson Kemp & Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,100
| Closed | -$399K | – | 37 |
|
|
2014
Q2 | $399K | Hold |
4,100
| – | – | 1.43% | 29 |
|
|
2014
Q1 | $428K | Sell |
4,100
-1,400
| -25% | -$146K | 1.11% | 36 |
|
|
2013
Q4 | $535K | Buy |
5,500
+1,600
| +41% | +$156K | 1.03% | 34 |
|
|
2013
Q3 | $361K | Sell |
3,900
-100
| -3% | -$9.26K | 0.8% | 41 |
|
|
2013
Q2 | $357K | Buy |
+4,000
| New | +$357K | 0.34% | 68 |
|