BSW Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
1,550
-238
| -13% | -$39.5K | 0.04% | 267 |
|
|
2025
Q1 | $306K | Buy |
1,788
+574
| +47% | +$98.2K | 0.05% | 230 |
|
|
2024
Q4 | $206K | Sell |
1,214
-594
| -33% | -$101K | 0.03% | 293 |
|
|
2024
Q3 | $347K | Sell |
1,808
-459
| -20% | -$88K | 0.05% | 203 |
|
|
2024
Q2 | $417K | Buy |
2,267
+42
| +2% | +$7.72K | 0.07% | 154 |
|
|
2024
Q1 | $433K | Buy |
2,225
+264
| +13% | +$51.3K | 0.07% | 154 |
|
|
2023
Q4 | $366K | Buy |
1,961
+604
| +45% | +$113K | 0.07% | 166 |
|
|
2023
Q3 | $271K | Buy |
1,357
+39
| +3% | +$7.8K | 0.06% | 189 |
|
|
2023
Q2 | $329K | Buy |
1,318
+10
| +0.8% | +$2.5K | 0.07% | 169 |
|
|
2023
Q1 | $333K | Buy |
1,308
+354
| +37% | +$90K | 0.07% | 204 |
|
|
2022
Q4 | $221K | Buy |
954
+5
| +0.5% | +$1.16K | 0.05% | 260 |
|
|
2022
Q3 | $209K | Sell |
949
-97
| -9% | -$21.4K | 0.05% | 250 |
|
|
2022
Q2 | $225K | Sell |
1,046
-27
| -3% | -$5.81K | 0.05% | 238 |
|
|
2022
Q1 | $233K | Buy |
+1,073
| New | +$233K | 0.06% | 245 |
|