Bogart Wealth LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
1,821
+149
| +9% | +$24.7K | 0.01% | 195 |
|
|
2025
Q1 | $286K | Buy |
1,672
+4
| +0.2% | +$684 | 0.01% | 199 |
|
|
2024
Q4 | $282K | Buy |
1,668
+113
| +7% | +$19.1K | 0.01% | 192 |
|
|
2024
Q3 | $298K | Buy |
1,555
+6
| +0.4% | +$1.15K | 0.01% | 186 |
|
|
2024
Q2 | $285K | Buy |
1,549
+96
| +7% | +$17.6K | 0.01% | 183 |
|
|
2024
Q1 | $283K | Buy |
1,453
+17
| +1% | +$3.31K | 0.01% | 180 |
|
|
2023
Q4 | $268K | Buy |
1,436
+5
| +0.3% | +$932 | 0.02% | 186 |
|
|
2023
Q3 | $286K | Buy |
1,431
+5
| +0.4% | +$1K | 0.02% | 175 |
|
|
2023
Q2 | $356K | Buy |
1,426
+3
| +0.2% | +$749 | 0.02% | 158 |
|
|
2023
Q1 | $362K | Buy |
1,423
+23
| +2% | +$5.85K | 0.02% | 147 |
|
|
2022
Q4 | $324K | Buy |
1,400
+4
| +0.3% | +$926 | 0.02% | 153 |
|
|
2022
Q3 | $308K | Buy |
1,396
+47
| +3% | +$10.4K | 0.03% | 148 |
|
|
2022
Q2 | $290K | Buy |
1,349
+231
| +21% | +$49.7K | 0.03% | 144 |
|
|
2022
Q1 | $242K | Buy |
1,118
+3
| +0.3% | +$649 | 0.02% | 149 |
|
|
2021
Q4 | $216K | Buy |
1,115
+4
| +0.4% | +$775 | 0.02% | 149 |
|
|
2021
Q3 | $188K | Buy |
1,111
+5
| +0.5% | +$846 | 0.02% | 149 |
|
|
2021
Q2 | $193K | Buy |
1,106
+4
| +0.4% | +$698 | 0.02% | 148 |
|
|
2021
Q1 | $174K | Buy |
1,102
+4
| +0.4% | +$632 | 0.02% | 139 |
|
|
2020
Q4 | $167K | Buy |
1,098
+5
| +0.5% | +$760 | 0.03% | 133 |
|
|
2020
Q3 | $156K | Buy |
1,093
+4
| +0.4% | +$571 | 0.03% | 130 |
|
|
2020
Q2 | $141K | Buy |
+1,089
| New | +$141K | 0.03% | 129 |
|