Arkadios 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 | $1.07M | Buy |
6,456
+1,157
| +22% | +$192K | 0.03% | 542 |
|
|
2025
Q1 | $906K | Buy |
+5,299
| New | +$906K | 0.03% | 491 |
|
|
2024
Q4 | – | Sell |
-1,120
| Closed | -$215K | – | 958 |
|
|
2024
Q3 | $215K | Sell |
1,120
-211
| -16% | -$40.5K | 0.01% | 817 |
|
|
2024
Q2 | $245K | Buy |
1,331
+190
| +17% | +$34.9K | 0.02% | 700 |
|
|
2024
Q1 | $222K | Sell |
1,141
-394
| -26% | -$76.6K | 0.02% | 629 |
|
|
2023
Q4 | $286K | Buy |
1,535
+77
| +5% | +$14.4K | 0.02% | 542 |
|
|
2023
Q3 | $292K | Buy |
1,458
+226
| +18% | +$45.2K | 0.03% | 493 |
|
|
2023
Q2 | $308K | Buy |
1,232
+76
| +7% | +$19K | 0.04% | 436 |
|
|
2023
Q1 | $294K | Buy |
1,156
+8
| +0.7% | +$2.04K | 0.04% | 441 |
|
|
2022
Q4 | $266K | Buy |
1,148
+85
| +8% | +$19.7K | 0.04% | 437 |
|
|
2022
Q3 | $234K | Buy |
+1,063
| New | +$234K | 0.04% | 442 |
|
|
2021
Q3 | – | Sell |
-154
| Closed | -$26K | – | 1945 |
|
|
2021
Q2 | $26K | Buy |
154
+1
| +0.7% | +$169 | ﹤0.01% | 1174 |
|
|
2021
Q1 | $24K | Buy |
153
+1
| +0.7% | +$157 | ﹤0.01% | 918 |
|
|
2020
Q4 | $23K | Buy |
152
+151
| +15,100% | +$22.8K | ﹤0.01% | 718 |
|
|
2020
Q3 | $149 | Sell |
1
-21
| -95% | -$3.13K | ﹤0.01% | 1004 |
|
|
2020
Q2 | $2.9K | Buy |
22
+4
| +22% | +$527 | ﹤0.01% | 847 |
|
|
2020
Q1 | $2.39K | Hold |
18
| – | – | ﹤0.01% | 904 |
|
|
2019
Q4 | $2.87K | Buy |
+18
| New | +$2.87K | ﹤0.01% | 775 |
|