Avantax Planning Partners’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 |
-1,181
| Closed | -$202K | – | 455 |
|
|
2025
Q1 | $202K | Buy |
+1,181
| New | +$202K | 0.01% | 412 |
|
|
2024
Q2 | – | Sell |
-1,190
| Closed | -$231K | – | 482 |
|
|
2024
Q1 | $231K | Buy |
1,190
+112
| +10% | +$21.8K | 0.01% | 415 |
|
|
2023
Q4 | $201K | Buy |
1,078
+6
| +0.6% | +$1.12K | 0.01% | 361 |
|
|
2023
Q3 | $214K | Hold |
1,072
| – | – | 0.01% | 336 |
|
|
2023
Q2 | $268K | Sell |
1,072
-200
| -16% | -$49.9K | 0.01% | 316 |
|
|
2023
Q1 | $324K | Buy |
1,272
+200
| +19% | +$50.9K | 0.01% | 277 |
|
|
2022
Q4 | $248K | Hold |
1,072
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $236K | Hold |
1,072
| – | – | 0.01% | 301 |
|
|
2022
Q2 | $231K | Sell |
1,072
-16
| -1% | -$3.45K | 0.01% | 308 |
|
|
2022
Q1 | $236K | Buy |
+1,088
| New | +$236K | 0.01% | 316 |
|
|
2018
Q4 | – | Sell |
-577
| Closed | -$59K | – | 685 |
|
|
2018
Q3 | $59K | Buy |
+577
| New | +$59K | ﹤0.01% | 445 |
|
|
2018
Q2 | – | Sell |
-599
| Closed | -$59K | – | 766 |
|
|
2018
Q1 | $59K | Buy |
+599
| New | +$59K | 0.01% | 499 |
|