MCKINLEY CARTER WEALTH SERVICES, INC. – The Hershey Company Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$331,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
+2.47%
quarter
The Hershey Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 8K | $220.47 | 1.5K | |
| Q2 2022 | share | Increase | +4.17% | 60 shares | 11K | $215.16 | 1.5K |
| Q1 2022 | share | 0.00% | 0 shares | 33K | $216.63 | 1.44K | |
| Q4 2021 | share | 0.00% | 0 shares | 35K | $191.27 | 1.44K | |
| Q3 2021 | share | Decrease | -0.76% | -11 shares | -9K | $168.41 | 1.44K |
| Q2 2021 | share | Decrease | -9.37% | -150 shares | 0 | $172.45 | 1.45K |
| Q1 2021 | share | Increase | +11.18% | 161 shares | 34K | $155.87 | 1.60K |
| Q4 2020 | share | Decrease | -21.10% | -385 shares | -43K | $149.34 | 1.44K |
| Q3 2020 | share | Decrease | -13.83% | -293 shares | -13K | $139.77 | 1.82K |
| Q2 2020 | share | Decrease | -3.90% | -86 shares | -17K | $125.71 | 2.11K |
| Q1 2020 | share | Decrease | -14.87% | -385 shares | -89K | $127.73 | 2.20K |
| Q4 2019 | share | Increase | +0.23% | 6 shares | -19K | $141.01 | 2.58K |
| Q3 2019 | share | Decrease | -0.12% | -3 shares | 53K | $147.91 | 2.58K |
| Q2 2019 | share | Decrease | -0.92% | -24 shares | 47K | $127.29 | 2.58K |
| Q1 2019 | share | Decrease | -23.59% | -806 shares | -66K | $108.45 | 2.61K |
| Q4 2018 | share | Decrease | -12.21% | -475 shares | -31K | $100.57 | 3.41K |
| Q3 2018 | share | Decrease | -12.36% | -549 shares | -16K | $95.07 | 3.89K |
| Q2 2018 | share | Decrease | -42.07% | -3.22K shares | -346K | $86.11 | 4.44K |
| Q1 2018 | share | Decrease | -64.88% | -14.16K shares | -1.71M | $90.92 | 7.66K |
| Q4 2017 | share | Decrease | -5.41% | -1.24K shares | -41K | $103.58 | 21.82K |
| Q3 2017 | share | Increase | +3.21% | 718 shares | 119K | $99.03 | 23.07K |
| Q2 2017 | share | Decrease | -2.85% | -655 shares | -114K | $96.8 | 22.35K |
| Q1 2017 | share | Increase | +0.50% | 114 shares | 146K | $97.96 | 23.01K |
| Q4 2016 | share | Increase | +0.61% | 139 shares | 192K | $92.21 | 22.89K |
| Q3 2016 | share | Decrease | -0.42% | -96 shares | -418K | $84.7 | 22.75K |
| Q2 2016 | share | Increase | +4.20% | 922 shares | 574K | $100 | 22.85K |
| Q1 2016 | share | Increase | +6.94% | 1.42K shares | 189K | $80.63 | 21.93K |