WMS Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,954
| Closed | -$331K | – | 118 |
|
|
2024
Q4 | $331K | Sell |
1,954
-15
| -0.8% | -$2.54K | 0.02% | 232 |
|
|
2024
Q3 | $378K | Buy |
+1,969
| New | +$378K | 0.02% | 211 |
|
|
2023
Q4 | – | Sell |
-1,811
| Closed | -$362K | – | 262 |
|
|
2023
Q3 | $362K | Sell |
1,811
-23
| -1% | -$4.6K | 0.03% | 186 |
|
|
2023
Q2 | $458K | Sell |
1,834
-8
| -0.4% | -$2K | 0.04% | 169 |
|
|
2023
Q1 | $469K | Sell |
1,842
-3
| -0.2% | -$763 | 0.04% | 158 |
|
|
2022
Q4 | $427K | Hold |
1,845
| – | – | 0.04% | 173 |
|
|
2022
Q3 | $407K | Buy |
1,845
+7
| +0.4% | +$1.54K | 0.06% | 156 |
|
|
2022
Q2 | $395K | Sell |
1,838
-33
| -2% | -$7.09K | 0.06% | 161 |
|
|
2022
Q1 | $405K | Hold |
1,871
| – | – | 0.06% | 159 |
|
|
2021
Q4 | $362K | Hold |
1,871
| – | – | 0.08% | 141 |
|
|
2021
Q3 | $317K | Sell |
1,871
-100
| -5% | -$16.9K | 0.05% | 206 |
|
|
2021
Q2 | $343K | Hold |
1,971
| – | – | 0.05% | 183 |
|
|
2021
Q1 | $312K | Buy |
1,971
+1
| +0.1% | +$158 | 0.07% | 165 |
|
|
2020
Q4 | $300K | Buy |
1,970
+100
| +5% | +$15.2K | 0.05% | 181 |
|
|
2020
Q3 | $268K | Sell |
1,870
-60
| -3% | -$8.6K | 0.05% | 185 |
|
|
2020
Q2 | $250K | Hold |
1,930
| – | – | 0.05% | 180 |
|
|
2020
Q1 | $256K | Hold |
1,930
| – | – | 0.07% | 153 |
|
|
2019
Q4 | $284K | Sell |
1,930
-20
| -1% | -$2.94K | 0.06% | 179 |
|
|
2019
Q3 | $302K | Buy |
1,950
+20
| +1% | +$3.1K | 0.07% | 169 |
|
|
2019
Q2 | $259K | Sell |
1,930
-700
| -27% | -$93.9K | 0.06% | 177 |
|
|
2019
Q1 | $302K | Hold |
2,630
| – | – | 0.08% | 145 |
|
|
2018
Q4 | $282K | Hold |
2,630
| – | – | 0.08% | 141 |
|
|
2018
Q3 | $268K | Hold |
2,630
| – | – | 0.03% | 182 |
|
|
2018
Q2 | $245K | Sell |
2,630
-31
| -1% | -$2.89K | 0.03% | 181 |
|
|
2018
Q1 | $263K | Hold |
2,661
| – | – | 0.03% | 180 |
|
|
2017
Q4 | $302K | Sell |
2,661
-86
| -3% | -$9.76K | 0.03% | 177 |
|
|
2017
Q3 | $300K | Hold |
2,747
| – | – | 0.04% | 171 |
|
|
2017
Q2 | $295K | Buy |
+2,747
| New | +$295K | 0.04% | 166 |
|