Avidian Wealth Enterprises’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
3,856
+16
| +0.4% | +$2.66K | 0.03% | 280 |
|
|
2025
Q1 | $657K | Sell |
3,840
-104
| -3% | -$17.8K | 0.03% | 259 |
|
|
2024
Q4 | $668K | Sell |
3,944
-22
| -0.6% | -$3.73K | 0.03% | 246 |
|
|
2024
Q3 | $761K | Buy |
3,966
+5
| +0.1% | +$959 | 0.03% | 225 |
|
|
2024
Q2 | $728K | Sell |
3,961
-1,070
| -21% | -$197K | 0.03% | 217 |
|
|
2024
Q1 | $979K | Buy |
5,031
+1,671
| +50% | +$325K | 0.05% | 165 |
|
|
2023
Q4 | $626K | Sell |
3,360
-6
| -0.2% | -$1.12K | 0.04% | 222 |
|
|
2023
Q3 | $673K | Sell |
3,366
-127
| -4% | -$25.4K | 0.05% | 204 |
|
|
2023
Q2 | $872K | Sell |
3,493
-969
| -22% | -$242K | 0.06% | 195 |
|
|
2023
Q1 | $1.14M | Buy |
4,462
+35
| +0.8% | +$8.91K | 0.06% | 182 |
|
|
2022
Q4 | $1.03M | Buy |
4,427
+135
| +3% | +$31.3K | 0.07% | 172 |
|
|
2022
Q3 | $946K | Buy |
4,292
+103
| +2% | +$22.7K | 0.07% | 154 |
|
|
2022
Q2 | $901K | Buy |
4,189
+61
| +1% | +$13.1K | 0.06% | 179 |
|
|
2022
Q1 | $894K | Buy |
4,128
+62
| +2% | +$13.4K | 0.05% | 204 |
|
|
2021
Q4 | $787K | Buy |
4,066
+32
| +0.8% | +$6.19K | 0.05% | 220 |
|
|
2021
Q3 | $683K | Buy |
4,034
+125
| +3% | +$21.2K | 0.05% | 169 |
|
|
2021
Q2 | $681K | Buy |
3,909
+63
| +2% | +$11K | 0.05% | 170 |
|
|
2021
Q1 | $608K | Sell |
3,846
-347
| -8% | -$54.9K | 0.05% | 180 |
|
|
2020
Q4 | $639K | Buy |
4,193
+220
| +6% | +$33.5K | 0.06% | 152 |
|
|
2020
Q3 | $570K | Buy |
3,973
+654
| +20% | +$93.8K | 0.06% | 143 |
|
|
2020
Q2 | $430K | Buy |
3,319
+250
| +8% | +$32.4K | 0.06% | 148 |
|
|
2020
Q1 | $407K | Sell |
3,069
-31
| -1% | -$4.11K | 0.07% | 121 |
|
|
2019
Q4 | $456K | Buy |
3,100
+91
| +3% | +$13.4K | 0.06% | 120 |
|
|
2019
Q3 | $466K | Buy |
3,009
+597
| +25% | +$92.5K | 0.08% | 107 |
|
|
2019
Q2 | $323K | Buy |
2,412
+486
| +25% | +$65.1K | 0.08% | 95 |
|
|
2019
Q1 | $221K | Buy |
+1,926
| New | +$221K | 0.05% | 116 |
|
|
2018
Q4 | – | Sell |
-5,870
| Closed | -$599K | – | 105 |
|
|
2018
Q3 | $599K | Buy |
5,870
+726
| +14% | +$74.1K | 0.19% | 50 |
|
|
2018
Q2 | $479K | Buy |
+5,144
| New | +$479K | 0.15% | 56 |
|