Beaumont Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,325
| Closed | -$248K | – | 389 |
|
|
2025
Q3 | $248K | Buy |
1,325
+9
| +0.7% | +$1.64K | 0.02% | 353 |
|
|
2025
Q2 | $218K | Buy |
1,316
+29
| +2% | +$4.78K | 0.02% | 354 |
|
|
2025
Q1 | $220K | Sell |
1,287
-7
| -0.5% | -$1.15K | 0.02% | 343 |
|
|
2024
Q4 | $219K | Sell |
1,294
-20
| -2% | -$3.59K | 0.02% | 342 |
|
|
2024
Q3 | $252K | Sell |
1,314
-5
| -0.4% | -$972 | 0.02% | 300 |
|
|
2024
Q2 | $242K | Buy |
1,319
+2
| +0.2% | +$387 | 0.02% | 315 |
|
|
2024
Q1 | $256K | Buy |
1,317
+4
| +0.3% | +$772 | 0.02% | 305 |
|
|
2023
Q4 | $245K | Sell |
1,313
-4
| -0.3% | -$758 | 0.02% | 296 |
|
|
2023
Q3 | $264K | Sell |
1,317
-3
| -0.2% | -$672 | 0.03% | 270 |
|
|
2023
Q2 | $330K | Buy |
1,320
+7
| +0.5% | +$1.84K | 0.03% | 252 |
|
|
2023
Q1 | $334K | Buy |
1,313
+4
| +0.3% | +$940 | 0.03% | 231 |
|
|
2022
Q4 | $303K | Hold |
1,309
| – | – | 0.03% | 256 |
|
|
2022
Q3 | $289K | Hold |
1,309
| – | – | 0.03% | 248 |
|
|
2022
Q2 | $282K | Buy |
1,309
+22
| +2% | +$4.79K | 0.03% | 254 |
|
|
2022
Q1 | $279K | Hold |
1,287
| – | – | 0.02% | 294 |
|
|
2021
Q4 | $249K | Hold |
1,287
| – | – | 0.02% | 313 |
|
|
2021
Q3 | $218K | Hold |
1,287
| – | – | 0.02% | 335 |
|
|
2021
Q2 | $224K | Hold |
1,287
| – | – | 0.02% | 343 |
|
|
2021
Q1 | $204K | Sell |
1,287
-26
| -2% | -$3.92K | 0.02% | 328 |
|
|
2020
Q4 | $200K | Buy |
+1,313
| New | +$194K | 0.02% | 323 |
|
|
2019
Q4 | – | Sell |
-1,297
| Closed | -$201K | – | 290 |
|
|
2019
Q3 | $201K | Buy |
+1,297
| New | +$196K | 0.02% | 263 |
|
Other funds holding HSY
HTC
