Avion Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6K | Buy |
37
+1
| +3% | +$162 | ﹤0.01% | 577 |
|
2025
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 498 |
|
2024
Q4 | $6K | Buy |
36
+14
| +64% | +$2.33K | ﹤0.01% | 497 |
|
2024
Q3 | $4K | Sell |
22
-4
| -15% | -$727 | ﹤0.01% | 565 |
|
2024
Q2 | $4K | Buy |
26
+13
| +100% | +$2K | ﹤0.01% | 508 |
|
2024
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 566 |
|
2023
Q4 | $2K | Buy |
13
+7
| +117% | +$1.08K | ﹤0.01% | 574 |
|
2023
Q3 | $1K | Sell |
6
-18
| -75% | -$3K | ﹤0.01% | 648 |
|
2023
Q2 | $5K | Buy |
24
+20
| +500% | +$4.17K | ﹤0.01% | 352 |
|
2023
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 640 |
|