Woodmont Investment Counsel’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,434
-561
| -28% | -$93.1K | 0.02% | 256 |
|
|
2025
Q1 | $341K | Sell |
1,995
-2,380
| -54% | -$407K | 0.02% | 219 |
|
|
2024
Q4 | $741K | Sell |
4,375
-481
| -10% | -$81.5K | 0.05% | 156 |
|
|
2024
Q3 | $931K | Sell |
4,856
-20
| -0.4% | -$3.84K | 0.07% | 138 |
|
|
2024
Q2 | $896K | Sell |
4,876
-662
| -12% | -$122K | 0.07% | 136 |
|
|
2024
Q1 | $1.08M | Buy |
5,538
+475
| +9% | +$92.4K | 0.09% | 135 |
|
|
2023
Q4 | $944K | Sell |
5,063
-10
| -0.2% | -$1.86K | 0.09% | 134 |
|
|
2023
Q3 | $1.02M | Sell |
5,073
-25
| -0.5% | -$5K | 0.11% | 124 |
|
|
2023
Q2 | $1.27M | Buy |
5,098
+220
| +5% | +$54.9K | 0.13% | 115 |
|
|
2023
Q1 | $1.24M | Sell |
4,878
-25
| -0.5% | -$6.36K | 0.13% | 116 |
|
|
2022
Q4 | $1.14M | Sell |
4,903
-50
| -1% | -$11.6K | 0.13% | 119 |
|
|
2022
Q3 | $1.09M | Sell |
4,953
-1,000
| -17% | -$220K | 0.14% | 121 |
|
|
2022
Q2 | $1.28M | Buy |
5,953
+955
| +19% | +$206K | 0.16% | 111 |
|
|
2022
Q1 | $1.08M | Buy |
+4,998
| New | +$1.08M | 0.13% | 123 |
|
|
2016
Q4 | – | Sell |
-237
| Closed | -$23K | – | 384 |
|
|
2016
Q3 | $23K | Buy |
+237
| New | +$23K | 0.01% | 345 |
|
|
2016
Q2 | – | Sell |
-91
| Closed | -$8K | – | 311 |
|
|
2016
Q1 | $8K | Hold |
91
| – | – | ﹤0.01% | 432 |
|
|
2015
Q4 | $8K | Hold |
91
| – | – | ﹤0.01% | 443 |
|
|
2015
Q3 | $8K | Sell |
91
-8
| -8% | -$703 | ﹤0.01% | 436 |
|
|
2015
Q2 | $9K | Buy |
+99
| New | +$9K | ﹤0.01% | 431 |
|