Carolinas Wealth Consulting’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11
Closed -$1.88K 415
2025
Q1
$1.88K Buy
11
+5
+83% +$855 ﹤0.01% 813
2024
Q4
$1.02K Sell
6
-3
-33% -$509 ﹤0.01% 945
2024
Q3
$1.73K Sell
9
-340
-97% -$65.2K ﹤0.01% 843
2024
Q2
$64.2K Buy
349
+2
+0.6% +$368 0.01% 333
2024
Q1
$67.5K Buy
347
+1
+0.3% +$195 0.01% 332
2023
Q4
$64.5K Hold
346
0.01% 304
2023
Q3
$64.8K Hold
346
0.02% 282
2023
Q2
$86.4K Hold
346
0.02% 281
2023
Q1
$88K Buy
346
+340
+5,667% +$86.5K 0.02% 281
2022
Q4
$1.39K Hold
6
﹤0.01% 855
2022
Q3
$1K Hold
6
﹤0.01% 823
2022
Q2
$1K Hold
6
﹤0.01% 825
2022
Q1
$1K Hold
6
﹤0.01% 852
2021
Q4
$1K Hold
6
﹤0.01% 891
2021
Q3
$1K Hold
6
﹤0.01% 865
2021
Q2
$1K Hold
6
﹤0.01% 876
2021
Q1
$1K Hold
6
﹤0.01% 875
2020
Q4
$1K Hold
6
﹤0.01% 803
2020
Q3
$1K Buy
+6
New +$1K ﹤0.01% 832