Alliance Wealth Advisors (Utah)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,916
| Closed | -$2.55M | – | 279 |
|
|
2025
Q1 | $2.55M | Buy |
14,916
+86
| +0.6% | +$14.7K | 0.67% | 51 |
|
|
2024
Q4 | $2.51M | Buy |
14,830
+435
| +3% | +$73.7K | 0.65% | 57 |
|
|
2024
Q3 | $2.76M | Buy |
14,395
+801
| +6% | +$154K | 0.73% | 54 |
|
|
2024
Q2 | $2.5M | Buy |
13,594
+436
| +3% | +$80.2K | 0.73% | 46 |
|
|
2024
Q1 | $2.56M | Buy |
+13,158
| New | +$2.56M | 0.76% | 46 |
|