Arete Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
3,810
-1,053
| -22% | -$175K | 0.04% | 352 |
|
|
2025
Q1 | $832K | Buy |
4,863
+160
| +3% | +$27.4K | 0.06% | 272 |
|
|
2024
Q4 | $795K | Buy |
4,703
+1,115
| +31% | +$188K | 0.06% | 301 |
|
|
2024
Q3 | $688K | Buy |
3,588
+1,735
| +94% | +$333K | 0.06% | 291 |
|
|
2024
Q2 | $340K | Buy |
+1,853
| New | +$340K | 0.03% | 506 |
|
|
2023
Q2 | – | Sell |
-1,005
| Closed | -$256K | – | 707 |
|
|
2023
Q1 | $256K | Sell |
1,005
-173
| -15% | -$44.1K | 0.02% | 517 |
|
|
2022
Q4 | $273M | Buy |
1,178
+209
| +22% | +$48.4M | 0.02% | 481 |
|
|
2022
Q3 | $214K | Buy |
+969
| New | +$214K | 0.02% | 506 |
|