Axxcess 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 | $2.93M | Sell |
17,630
-1,530
| -8% | -$254K | 0.07% | 225 |
|
|
2025
Q1 | $3.28M | Buy |
19,160
+2,157
| +13% | +$369K | 0.09% | 184 |
|
|
2024
Q4 | $2.88M | Buy |
17,003
+132
| +0.8% | +$22.4K | 0.07% | 205 |
|
|
2024
Q3 | $3.24M | Buy |
16,871
+131
| +0.8% | +$25.1K | 0.08% | 190 |
|
|
2024
Q2 | $3.08M | Buy |
16,740
+2,167
| +15% | +$398K | 0.08% | 187 |
|
|
2024
Q1 | $2.83M | Sell |
14,573
-4,110
| -22% | -$799K | 0.08% | 194 |
|
|
2023
Q4 | $3.48M | Sell |
18,683
-1,809
| -9% | -$337K | 0.1% | 167 |
|
|
2023
Q3 | $4.1M | Buy |
20,492
+3,850
| +23% | +$770K | 0.14% | 122 |
|
|
2023
Q2 | $4.16M | Sell |
16,642
-112
| -0.7% | -$28K | 0.3% | 77 |
|
|
2023
Q1 | $4.26M | Buy |
16,754
+1,137
| +7% | +$289K | 0.32% | 68 |
|
|
2022
Q4 | $3.62M | Buy |
15,617
+8,202
| +111% | +$1.9M | 0.3% | 72 |
|
|
2022
Q3 | $1.63M | Buy |
7,415
+959
| +15% | +$211K | 0.15% | 129 |
|
|
2022
Q2 | $1.39M | Buy |
6,456
+412
| +7% | +$88.6K | 0.13% | 146 |
|
|
2022
Q1 | $1.31M | Sell |
6,044
-523
| -8% | -$113K | 0.1% | 171 |
|
|
2021
Q4 | $1.27M | Buy |
+6,567
| New | +$1.27M | 0.09% | 171 |
|