Avantax Planning Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $344K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $236K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $59K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $59K | Buy |
|