Beacon Pointe Advisors’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.4M Buy
62,691
+465
+0.7% +$77.2K 0.11% 168
2025
Q1
$10.6M Buy
62,226
+45,475
+271% +$7.78M 0.12% 165
2024
Q4
$2.84M Sell
16,751
-626
-4% -$106K 0.03% 382
2024
Q3
$3.33M Sell
17,377
-4,873
-22% -$935K 0.04% 367
2024
Q2
$4.09M Buy
22,250
+3,035
+16% +$558K 0.05% 327
2024
Q1
$3.74M Sell
19,215
-2,571
-12% -$500K 0.04% 360
2023
Q4
$4.06M Buy
21,786
+553
+3% +$103K 0.05% 326
2023
Q3
$4.25M Buy
21,233
+7,723
+57% +$1.55M 0.05% 304
2023
Q2
$3.37M Sell
13,510
-824
-6% -$206K 0.06% 281
2023
Q1
$3.65M Buy
14,334
+26
+0.2% +$6.62K 0.06% 270
2022
Q4
$3.31M Buy
14,308
+5,976
+72% +$1.38M 0.06% 267
2022
Q3
$1.84M Sell
8,332
-1,097
-12% -$242K 0.04% 332
2022
Q2
$2.03M Buy
9,429
+124
+1% +$26.7K 0.04% 328
2022
Q1
$2.02M Buy
9,305
+2,622
+39% +$568K 0.03% 444
2021
Q4
$1.29M Sell
6,683
-625
-9% -$121K 0.03% 330
2021
Q3
$1.24M Buy
+7,308
New +$1.24M 0.03% 375