Avior Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
1,421
-1,238
| -47% | -$205K | 0.01% | 627 |
|
|
2025
Q1 | $455K | Sell |
2,659
-389
| -13% | -$66.5K | 0.02% | 429 |
|
|
2024
Q4 | $516K | Buy |
3,048
+175
| +6% | +$29.6K | 0.02% | 439 |
|
|
2024
Q3 | $551K | Buy |
2,873
+33
| +1% | +$6.33K | 0.02% | 426 |
|
|
2024
Q2 | $522K | Sell |
2,840
-49
| -2% | -$9.01K | 0.02% | 423 |
|
|
2024
Q1 | $562K | Buy |
2,889
+2,415
| +509% | +$470K | 0.03% | 410 |
|
|
2023
Q4 | $88.4K | Hold |
474
| – | – | 0.01% | 631 |
|
|
2023
Q3 | $94.8K | Buy |
474
+460
| +3,286% | +$92K | 0.01% | 634 |
|
|
2023
Q2 | $3.5K | Sell |
14
-19
| -58% | -$4.74K | ﹤0.01% | 1269 |
|
|
2023
Q1 | $8.4K | Buy |
+33
| New | +$8.4K | ﹤0.01% | 1084 |
|
|
2022
Q4 | – | Sell |
-2
| Closed | – | – | 1308 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1220 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1143 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1165 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1111 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$4K | – | 819 |
|
|
2019
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 671 |
|
|
2019
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 597 |
|
|
2018
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 651 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$5K | – | 746 |
|
|
2018
Q2 | $5K | Sell |
50
-1,098
| -96% | -$110K | ﹤0.01% | 651 |
|
|
2018
Q1 | $114K | Sell |
1,148
-1,575
| -58% | -$156K | 0.03% | 426 |
|
|
2017
Q4 | $309K | Buy |
+2,723
| New | +$309K | 0.07% | 239 |
|
|
2017
Q1 | – | Sell |
-35
| Closed | -$4K | – | 504 |
|
|
2016
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 403 |
|
|
2016
Q1 | – | Sell |
-106
| Closed | -$9K | – | 498 |
|
|
2015
Q4 | $9K | Buy |
106
+1
| +1% | +$85 | ﹤0.01% | 327 |
|
|
2015
Q3 | $10K | Hold |
105
| – | – | 0.01% | 279 |
|
|
2015
Q2 | $9K | Buy |
105
+1
| +1% | +$86 | 0.01% | 268 |
|
|
2015
Q1 | $11K | Hold |
104
| – | – | 0.01% | 244 |
|
|
2014
Q4 | $11K | Buy |
104
+1
| +1% | +$106 | 0.01% | 223 |
|
|
2014
Q3 | $10K | Buy |
103
+1
| +1% | +$97 | 0.01% | 232 |
|
|
2014
Q2 | $10K | Hold |
102
| – | – | 0.01% | 238 |
|
|
2014
Q1 | $11K | Buy |
+102
| New | +$11K | 0.01% | 223 |
|