AE 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 | $721K | Buy |
4,343
+896
| +26% | +$149K | 0.01% | 810 |
|
|
2025
Q1 | $589K | Sell |
3,447
-835
| -20% | -$143K | 0.01% | 866 |
|
|
2024
Q4 | $725K | Buy |
4,282
+321
| +8% | +$54.4K | 0.01% | 786 |
|
|
2024
Q3 | $760K | Buy |
3,961
+179
| +5% | +$34.3K | 0.01% | 766 |
|
|
2024
Q2 | $695K | Buy |
3,782
+200
| +6% | +$36.8K | 0.01% | 793 |
|
|
2024
Q1 | $697K | Sell |
3,582
-6,670
| -65% | -$1.3M | 0.01% | 744 |
|
|
2023
Q4 | $1.95M | Sell |
10,252
-18
| -0.2% | -$3.42K | 0.01% | 914 |
|
|
2023
Q3 | $2.05M | Buy |
10,270
+5,632
| +121% | +$1.13M | 0.01% | 842 |
|
|
2023
Q2 | $1.16M | Sell |
4,638
-105
| -2% | -$26.2K | 0.01% | 1037 |
|
|
2023
Q1 | $1.21M | Sell |
4,743
-565
| -11% | -$144K | 0.01% | 972 |
|
|
2022
Q4 | $1.23M | Sell |
5,308
-597
| -10% | -$138K | 0.01% | 910 |
|
|
2022
Q3 | $1.3M | Buy |
5,905
+1,014
| +21% | +$224K | 0.01% | 843 |
|
|
2022
Q2 | $1.05M | Buy |
4,891
+457
| +10% | +$98.3K | 0.01% | 868 |
|
|
2022
Q1 | $960K | Buy |
4,434
+957
| +28% | +$207K | 0.01% | 929 |
|
|
2021
Q4 | $673K | Sell |
3,477
-27
| -0.8% | -$5.23K | ﹤0.01% | 1133 |
|
|
2021
Q3 | $593K | Buy |
3,504
+15
| +0.4% | +$2.54K | ﹤0.01% | 1101 |
|
|
2021
Q2 | $608K | Buy |
3,489
+519
| +17% | +$90.4K | 0.01% | 1064 |
|
|
2021
Q1 | $470K | Buy |
2,970
+201
| +7% | +$31.8K | ﹤0.01% | 1052 |
|
|
2020
Q4 | $422K | Sell |
2,769
-3,622
| -57% | -$552K | ﹤0.01% | 1016 |
|
|
2020
Q3 | $916K | Buy |
6,391
+3,116
| +95% | +$447K | 0.01% | 656 |
|
|
2020
Q2 | $424K | Sell |
3,275
-10
| -0.3% | -$1.3K | 0.01% | 927 |
|
|
2020
Q1 | $435K | Sell |
3,285
-962
| -23% | -$127K | 0.01% | 722 |
|
|
2019
Q4 | $624K | Buy |
4,247
+290
| +7% | +$42.6K | 0.01% | 662 |
|
|
2019
Q3 | $613K | Buy |
3,957
+454
| +13% | +$70.3K | 0.02% | 564 |
|
|
2019
Q2 | $469K | Buy |
3,503
+1,244
| +55% | +$167K | 0.01% | 606 |
|
|
2019
Q1 | $259K | Buy |
+2,259
| New | +$259K | 0.02% | 505 |
|