Abundance Wealth Counselors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
1,333
-75
| -5% | -$12.4K | 0.04% | 156 |
|
|
2025
Q1 | $241K | Buy |
1,408
+48
| +4% | +$8.22K | 0.05% | 136 |
|
|
2024
Q4 | $230K | Sell |
1,360
-148
| -10% | -$25K | 0.05% | 136 |
|
|
2024
Q3 | $289K | Buy |
+1,508
| New | +$289K | 0.06% | 121 |
|
|
2024
Q2 | – | Sell |
-1,508
| Closed | -$293K | – | 94 |
|
|
2024
Q1 | $293K | Sell |
1,508
-183
| -11% | -$35.6K | 0.07% | 119 |
|
|
2023
Q4 | $315K | Sell |
1,691
-115
| -6% | -$21.4K | 0.08% | 116 |
|
|
2023
Q3 | $361K | Buy |
+1,806
| New | +$361K | 0.1% | 106 |
|
|
2023
Q2 | – | Sell |
-1,915
| Closed | -$487K | – | 94 |
|
|
2023
Q1 | $487K | Hold |
1,915
| – | – | 0.12% | 102 |
|
|
2022
Q4 | $443K | Buy |
+1,915
| New | +$443K | 0.12% | 100 |
|
|
2021
Q2 | – | Sell |
-33
| Closed | -$5K | – | 204 |
|
|
2021
Q1 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 288 |
|