Avantax Advisory Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
13,159
+525
| +4% | +$87.1K | 0.01% | 758 |
|
|
2025
Q1 | $2.16M | Buy |
12,634
+1,455
| +13% | +$249K | 0.01% | 702 |
|
|
2024
Q4 | $1.89M | Sell |
11,179
-5,841
| -34% | -$989K | 0.01% | 738 |
|
|
2024
Q3 | $3.26M | Buy |
17,020
+1,020
| +6% | +$196K | 0.02% | 514 |
|
|
2024
Q2 | $2.94M | Buy |
16,000
+10,631
| +198% | +$1.95M | 0.02% | 536 |
|
|
2024
Q1 | $1.04M | Sell |
5,369
-342
| -6% | -$66.5K | 0.01% | 729 |
|
|
2023
Q4 | $1.06M | Sell |
5,711
-690
| -11% | -$129K | 0.01% | 686 |
|
|
2023
Q3 | $1.28M | Sell |
6,401
-13
| -0.2% | -$2.6K | 0.01% | 598 |
|
|
2023
Q2 | $1.6M | Sell |
6,414
-139
| -2% | -$34.7K | 0.02% | 526 |
|
|
2023
Q1 | $1.67M | Buy |
6,553
+408
| +7% | +$104K | 0.02% | 494 |
|
|
2022
Q4 | $1.42M | Buy |
6,145
+252
| +4% | +$58.4K | 0.02% | 517 |
|
|
2022
Q3 | $1.3M | Sell |
5,893
-275
| -4% | -$60.6K | 0.02% | 485 |
|
|
2022
Q2 | $1.33M | Sell |
6,168
-285
| -4% | -$61.3K | 0.02% | 476 |
|
|
2022
Q1 | $1.4M | Sell |
6,453
-1,117
| -15% | -$242K | 0.02% | 455 |
|
|
2021
Q4 | $1.47M | Sell |
7,570
-942
| -11% | -$182K | 0.02% | 424 |
|
|
2021
Q3 | $1.44M | Buy |
8,512
+63
| +0.7% | +$10.7K | 0.02% | 404 |
|
|
2021
Q2 | $1.47M | Sell |
8,449
-2,672
| -24% | -$465K | 0.03% | 395 |
|
|
2021
Q1 | $1.76M | Sell |
11,121
-198
| -2% | -$31.4K | 0.04% | 312 |
|
|
2020
Q4 | $1.72M | Sell |
11,319
-6,143
| -35% | -$936K | 0.04% | 294 |
|
|
2020
Q3 | $2.51M | Buy |
17,462
+2,470
| +16% | +$354K | 0.04% | 320 |
|
|
2020
Q2 | $1.95M | Buy |
14,992
+478
| +3% | +$62K | 0.06% | 219 |
|
|
2020
Q1 | $1.92M | Buy |
14,514
+4,161
| +40% | +$552K | 0.06% | 199 |
|
|
2019
Q4 | $1.52M | Buy |
10,353
+2,645
| +34% | +$389K | 0.04% | 261 |
|
|
2019
Q3 | $1.19M | Buy |
7,708
+5,466
| +244% | +$847K | 0.05% | 187 |
|
|
2019
Q2 | $300K | Buy |
2,242
+221
| +11% | +$29.6K | 0.01% | 392 |
|
|
2019
Q1 | $232K | Buy |
2,021
+37
| +2% | +$4.25K | 0.01% | 422 |
|
|
2018
Q4 | $213K | Buy |
+1,984
| New | +$213K | 0.04% | 365 |
|