Bell Investment 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 | $31.9K | Sell |
192
-12
| -6% | -$1.99K | 0.01% | 313 |
|
|
2025
Q1 | $34.9K | Buy |
204
+3
| +1% | +$513 | 0.01% | 275 |
|
|
2024
Q4 | $34K | Sell |
201
-7
| -3% | -$1.19K | 0.01% | 277 |
|
|
2024
Q3 | $39.9K | Hold |
208
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $38.2K | Hold |
208
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $40.5K | Hold |
208
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $38.8K | Sell |
208
-19
| -8% | -$3.54K | 0.01% | 228 |
|
|
2023
Q3 | $45.4K | Sell |
227
-20
| -8% | -$4K | 0.01% | 185 |
|
|
2023
Q2 | $61.7K | Sell |
247
-2
| -0.8% | -$499 | 0.01% | 148 |
|
|
2023
Q1 | $63.3K | Sell |
249
-17
| -6% | -$4.33K | 0.01% | 142 |
|
|
2022
Q4 | $61.6K | Buy |
266
+7
| +3% | +$1.62K | 0.02% | 141 |
|
|
2022
Q3 | $57K | Buy |
259
+3
| +1% | +$660 | 0.02% | 123 |
|
|
2022
Q2 | $55K | Buy |
+256
| New | +$55K | 0.02% | 128 |
|
|
2021
Q4 | $44K | Buy |
225
+23
| +11% | +$4.5K | 0.01% | 177 |
|
|
2021
Q3 | $34K | Buy |
+202
| New | +$34K | 0.01% | 193 |
|