Allworth Financial’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
8,152
+963
| +13% | +$160K | 0.01% | 561 |
|
|
2025
Q1 | $1.18M | Buy |
7,189
+67
| +0.9% | +$11K | 0.01% | 490 |
|
|
2024
Q4 | $1.08M | Buy |
7,122
+4,022
| +130% | +$608K | 0.01% | 516 |
|
|
2024
Q3 | $595K | Sell |
3,100
-2
| -0.1% | -$384 | ﹤0.01% | 539 |
|
|
2024
Q2 | $593K | Sell |
3,102
-2,329
| -43% | -$445K | ﹤0.01% | 535 |
|
|
2024
Q1 | $1.06M | Buy |
5,431
+2,772
| +104% | +$539K | 0.01% | 402 |
|
|
2023
Q4 | $496K | Buy |
2,659
+187
| +8% | +$34.9K | ﹤0.01% | 521 |
|
|
2023
Q3 | $495K | Buy |
2,472
+371
| +18% | +$74.2K | ﹤0.01% | 494 |
|
|
2023
Q2 | $525K | Buy |
2,101
+83
| +4% | +$20.7K | ﹤0.01% | 493 |
|
|
2023
Q1 | $513K | Buy |
2,018
+239
| +13% | +$60.8K | 0.01% | 467 |
|
|
2022
Q4 | $412K | Buy |
1,779
+50
| +3% | +$11.6K | ﹤0.01% | 495 |
|
|
2022
Q3 | $381K | Buy |
1,729
+92
| +6% | +$20.3K | ﹤0.01% | 473 |
|
|
2022
Q2 | $352K | Buy |
1,637
+73
| +5% | +$15.7K | ﹤0.01% | 465 |
|
|
2022
Q1 | $339K | Buy |
1,564
+523
| +50% | +$113K | ﹤0.01% | 461 |
|
|
2021
Q4 | $201K | Buy |
1,041
+4
| +0.4% | +$772 | ﹤0.01% | 527 |
|
|
2021
Q3 | $175K | Buy |
1,037
+164
| +19% | +$27.7K | ﹤0.01% | 510 |
|
|
2021
Q2 | $152K | Buy |
873
+307
| +54% | +$53.5K | ﹤0.01% | 409 |
|
|
2021
Q1 | $89K | Buy |
566
+47
| +9% | +$7.39K | ﹤0.01% | 468 |
|
|
2020
Q4 | $79K | Buy |
519
+3
| +0.6% | +$457 | ﹤0.01% | 398 |
|
|
2020
Q3 | $74K | Buy |
516
+2
| +0.4% | +$287 | ﹤0.01% | 368 |
|
|
2020
Q2 | $67K | Sell |
514
-61
| -11% | -$7.95K | ﹤0.01% | 374 |
|
|
2020
Q1 | $76K | Buy |
575
+67
| +13% | +$8.86K | ﹤0.01% | 344 |
|
|
2019
Q4 | $75K | Buy |
508
+3
| +0.6% | +$443 | ﹤0.01% | 314 |
|
|
2019
Q3 | $78K | Buy |
505
+2
| +0.4% | +$309 | ﹤0.01% | 262 |
|
|
2019
Q2 | $67K | Buy |
503
+3
| +0.6% | +$400 | ﹤0.01% | 280 |
|
|
2019
Q1 | $57K | Buy |
500
+62
| +14% | +$7.07K | ﹤0.01% | 291 |
|
|
2018
Q4 | $47K | Hold |
438
| – | – | ﹤0.01% | 287 |
|
|
2018
Q3 | $45K | Hold |
438
| – | – | ﹤0.01% | 311 |
|
|
2018
Q2 | $41K | Hold |
438
| – | – | ﹤0.01% | 310 |
|
|
2018
Q1 | $43K | Hold |
438
| – | – | ﹤0.01% | 272 |
|
|
2017
Q4 | $50K | Hold |
438
| – | – | ﹤0.01% | 242 |
|
|
2017
Q3 | $48K | Hold |
438
| – | – | ﹤0.01% | 245 |
|
|
2017
Q2 | $47K | Hold |
438
| – | – | ﹤0.01% | 261 |
|
|
2017
Q1 | $48K | Hold |
438
| – | – | ﹤0.01% | 238 |
|
|
2016
Q4 | $45K | Sell |
438
-27
| -6% | -$2.77K | ﹤0.01% | 221 |
|
|
2016
Q3 | $44K | Buy |
465
+27
| +6% | +$2.56K | ﹤0.01% | 230 |
|
|
2016
Q2 | $50K | Hold |
438
| – | – | 0.01% | 203 |
|
|
2016
Q1 | $40K | Hold |
438
| – | – | 0.01% | 233 |
|
|
2015
Q4 | $39K | Hold |
438
| – | – | 0.01% | 228 |
|
|
2015
Q3 | $40K | Hold |
438
| – | – | 0.01% | 231 |
|
|
2015
Q2 | $39K | Hold |
438
| – | – | 0.01% | 228 |
|
|
2015
Q1 | $44K | Buy |
+438
| New | +$44K | 0.02% | 214 |
|