Accurate Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
1,972
+339
| +21% | +$55.8K | 0.05% | 341 |
|
|
2025
Q1 | $270K | Sell |
1,633
-173
| -10% | -$28.6K | 0.05% | 313 |
|
|
2024
Q4 | $286K | Buy |
1,806
+309
| +21% | +$48.9K | 0.05% | 299 |
|
|
2024
Q3 | $276K | Buy |
1,497
+59
| +4% | +$10.9K | 0.06% | 299 |
|
|
2024
Q2 | $272K | Sell |
1,438
-10
| -0.7% | -$1.89K | 0.07% | 248 |
|
|
2024
Q1 | $268K | Buy |
1,448
+20
| +1% | +$3.7K | 0.08% | 234 |
|
|
2023
Q4 | $272K | Buy |
1,428
+58
| +4% | +$11K | 0.08% | 215 |
|
|
2023
Q3 | $261K | Buy |
1,370
+192
| +16% | +$36.6K | 0.08% | 212 |
|
|
2023
Q2 | $281K | Buy |
1,178
+74
| +7% | +$17.7K | 0.09% | 207 |
|
|
2023
Q1 | $286K | Buy |
1,104
+288
| +35% | +$74.5K | 0.1% | 193 |
|
|
2022
Q4 | $183K | Sell |
816
-565
| -41% | -$127K | 0.07% | 220 |
|
|
2022
Q3 | $309K | Buy |
+1,381
| New | +$309K | 0.13% | 132 |
|
|
2022
Q2 | – | Sell |
-8,123
| Closed | -$1.76M | – | 169 |
|
|
2022
Q1 | $1.76M | Buy |
8,123
+5,787
| +248% | +$1.25M | 0.79% | 22 |
|
|
2021
Q4 | $426K | Buy |
2,336
+15
| +0.6% | +$2.74K | 0.35% | 79 |
|
|
2021
Q3 | $417K | Buy |
2,321
+488
| +27% | +$87.7K | 0.36% | 79 |
|
|
2021
Q2 | $319K | Buy |
+1,833
| New | +$319K | 0.28% | 89 |
|