Wimmer Associates 1’s Hershey HSY Stock Holding History

Wimmer Associates 1’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$212K	Hold	1,275	–	–	0.11%	106
2025 Q1	$208K	Sell	1,275 -415	-25%	-$67.8K	0.11%	105
2024 Q4	$286K	Hold	1,690	–	–	0.14%	97
2024 Q3	$324K	Hold	1,690	–	–	0.16%	96
2024 Q2	$311K	Hold	1,690	–	–	0.16%	95
2024 Q1	$329K	Hold	1,690	–	–	0.17%	93
2023 Q4	$315K	Hold	1,690	–	–	0.18%	90
2023 Q3	$338K	Sell	1,690 -80	-5%	-$16K	0.21%	84
2023 Q2	$442K	Hold	1,770	–	–	0.27%	80
2023 Q1	$479K	Sell	1,770 -265	-13%	-$71.7K	0.31%	78
2022 Q4	$471K	Sell	2,035 -20	-1%	-$4.63K	0.31%	78
2022 Q3	$491K	Hold	2,055	–	–	0.33%	77
2022 Q2	$442K	Hold	2,055	–	–	0.29%	79
2022 Q1	$445K	Hold	2,055	–	–	0.25%	82
2021 Q4	$398K	Hold	2,055	–	–	0.21%	88
2021 Q3	$348K	Hold	2,055	–	–	0.21%	91
2021 Q2	$358K	Hold	2,055	–	–	0.21%	86
2021 Q1	$325K	Hold	2,055	–	–	0.18%	91
2020 Q4	$313K	Hold	2,055	–	–	0.19%	89
2020 Q3	$295K	Hold	2,055	–	–	0.2%	88
2020 Q2	$296K	Hold	2,055	–	–	0.23%	85
2020 Q1	$272K	Sell	2,055 -130	-6%	-$17.2K	0.25%	83
2019 Q4	$321K	Hold	2,185	–	–	0.26%	88
2019 Q3	$339K	Sell	2,185 -135	-6%	-$20.9K	0.3%	78
2019 Q2	$311K	Hold	2,320	–	–	0.27%	84
2019 Q1	$266K	Sell	2,320 -70	-3%	-$8.03K	0.24%	91
2018 Q4	$256K	Sell	2,390 -660	-22%	-$70.7K	0.25%	90
2018 Q3	$311K	Hold	3,050	–	–	0.26%	88
2018 Q2	$284K	Sell	3,050 -450	-13%	-$41.9K	0.25%	90
2018 Q1	$346K	Sell	3,500 -2,635	-43%	-$260K	0.31%	84
2017 Q4	$696K	Sell	6,135 -20	-0.3%	-$2.27K	0.63%	51
2017 Q3	$672K	Sell	6,155 -205	-3%	-$22.4K	0.62%	53
2017 Q2	$683K	Buy	6,360 +5	+0.1%	+$537	0.63%	51
2017 Q1	$694K	Sell	6,355 -690	-10%	-$75.4K	0.65%	50
2016 Q4	$729K	Buy	7,045 +620	+10%	+$64.2K	0.68%	52
2016 Q3	$614K	Sell	6,425 -815	-11%	-$77.9K	0.55%	55
2016 Q2	$822K	Buy	7,240 +265	+4%	+$30.1K	0.73%	48
2016 Q1	$642K	Buy	6,975 +400	+6%	+$36.8K	0.59%	57
2015 Q4	$587K	Buy	+6,575	New	+$587K	0.62%	57