Beaird Harris 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
$28.2K Hold
170
﹤0.01% 304
2025
Q1
$29.1K Hold
170
﹤0.01% 273
2024
Q4
$28.8K Hold
170
﹤0.01% 281
2024
Q3
$32.6K Sell
170
-121
-42% -$23.2K ﹤0.01% 262
2024
Q2
$53.5K Buy
291
+2
+0.7% +$368 0.01% 215
2024
Q1
$56.2K Buy
289
+160
+124% +$31.1K 0.01% 194
2023
Q4
$24.1K Hold
129
﹤0.01% 246
2023
Q3
$25.8K Buy
129
+10
+8% +$2K ﹤0.01% 219
2023
Q2
$29.7K Hold
119
﹤0.01% 200
2023
Q1
$30.3K Sell
119
-30
-20% -$7.63K 0.01% 199
2022
Q4
$34.5K Buy
149
+30
+25% +$6.95K 0.01% 199
2022
Q3
$26K Buy
+119
New +$26K 0.01% 212
2022
Q2
Sell
-119
Closed -$26K 498
2022
Q1
$26K Hold
119
0.01% 234
2021
Q4
$23K Buy
+119
New +$23K 0.01% 313