Bragg Financial 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 | $3.01M | Buy |
18,142
+725
| +4% | +$120K | 0.11% | 159 |
|
|
2025
Q1 | $2.98M | Buy |
17,417
+1,491
| +9% | +$255K | 0.12% | 149 |
|
|
2024
Q4 | $2.7M | Buy |
15,926
+2,198
| +16% | +$372K | 0.11% | 153 |
|
|
2024
Q3 | $2.63M | Buy |
13,728
+468
| +4% | +$89.8K | 0.11% | 156 |
|
|
2024
Q2 | $2.44M | Buy |
13,260
+10,378
| +360% | +$1.91M | 0.11% | 155 |
|
|
2024
Q1 | $561K | Buy |
2,882
+199
| +7% | +$38.7K | 0.03% | 232 |
|
|
2023
Q4 | $500K | Buy |
2,683
+63
| +2% | +$11.7K | 0.02% | 238 |
|
|
2023
Q3 | $524K | Buy |
2,620
+502
| +24% | +$100K | 0.03% | 239 |
|
|
2023
Q2 | $529K | Buy |
+2,118
| New | +$529K | 0.03% | 239 |
|
|
2019
Q4 | – | Sell |
-1,579
| Closed | -$245K | – | 268 |
|
|
2019
Q3 | $245K | Hold |
1,579
| – | – | 0.03% | 256 |
|
|
2019
Q2 | $212K | Buy |
+1,579
| New | +$212K | 0.03% | 261 |
|
|
2014
Q3 | – | Sell |
-2,109
| Closed | -$205K | – | 225 |
|
|
2014
Q2 | $205K | Sell |
2,109
-70
| -3% | -$6.8K | 0.05% | 228 |
|
|
2014
Q1 | $227K | Buy |
+2,179
| New | +$227K | 0.06% | 221 |
|