Bay Harbor 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 | $1.33K | Buy |
8
+4
| +100% | +$664 | ﹤0.01% | 390 |
|
|
2025
Q1 | $684 | Buy |
+4
| New | +$684 | ﹤0.01% | 368 |
|
|
2023
Q3 | – | Sell |
-9
| Closed | -$2.25K | – | 173 |
|
|
2023
Q2 | $2.25K | Buy |
+9
| New | +$2.25K | ﹤0.01% | 142 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$4K | – | 311 |
|
|
2020
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 296 |
|
|
2020
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 272 |
|
|
2020
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 267 |
|