Beverly Hills Private Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
1,564
| – | – | 0.05% | 291 |
|
|
2025
Q1 | $267K | Buy |
1,564
+6
| +0.4% | +$1.03K | 0.05% | 290 |
|
|
2024
Q4 | $264K | Buy |
1,558
+4
| +0.3% | +$677 | 0.05% | 280 |
|
|
2024
Q3 | $298K | Buy |
1,554
+4
| +0.3% | +$767 | 0.06% | 271 |
|
|
2024
Q2 | $285K | Buy |
1,550
+4
| +0.3% | +$735 | 0.06% | 281 |
|
|
2024
Q1 | $301K | Buy |
1,546
+4
| +0.3% | +$778 | 0.07% | 275 |
|
|
2023
Q4 | $288K | Sell |
1,542
-21
| -1% | -$3.92K | 0.08% | 263 |
|
|
2023
Q3 | $313K | Buy |
1,563
+9
| +0.6% | +$1.8K | 0.09% | 222 |
|
|
2023
Q2 | $355K | Buy |
1,554
+25
| +2% | +$5.71K | 0.06% | 273 |
|
|
2023
Q1 | $389K | Buy |
1,529
+68
| +5% | +$17.3K | 0.12% | 185 |
|
|
2022
Q4 | $338K | Buy |
+1,461
| New | +$338K | 0.15% | 159 |
|