Carson Wealth (CWM LLC)’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
27,983
+19,855
| +244% | +$3.3M | 0.02% | 608 |
|
|
2025
Q1 | $1.39M | Buy |
8,128
+1,075
| +15% | +$184K | 0.01% | 979 |
|
|
2024
Q4 | $1.19M | Sell |
7,053
-987
| -12% | -$167K | 0.01% | 994 |
|
|
2024
Q3 | $1.54M | Sell |
8,040
-2,406
| -23% | -$461K | 0.01% | 820 |
|
|
2024
Q2 | $1.92M | Buy |
10,446
+1,630
| +18% | +$300K | 0.01% | 656 |
|
|
2024
Q1 | $1.72M | Buy |
8,816
+131
| +2% | +$25.5K | 0.01% | 668 |
|
|
2023
Q4 | $1.62M | Sell |
8,685
-940
| -10% | -$175K | 0.01% | 628 |
|
|
2023
Q3 | $1.93M | Buy |
9,625
+1,347
| +16% | +$270K | 0.01% | 551 |
|
|
2023
Q2 | $2.07M | Buy |
8,278
+2,865
| +53% | +$715K | 0.01% | 512 |
|
|
2023
Q1 | $1.38M | Buy |
5,413
+1,312
| +32% | +$334K | 0.01% | 565 |
|
|
2022
Q4 | $950K | Buy |
4,101
+640
| +18% | +$148K | 0.01% | 632 |
|
|
2022
Q3 | $763K | Buy |
3,461
+120
| +4% | +$26.5K | 0.01% | 623 |
|
|
2022
Q2 | $719K | Buy |
3,341
+947
| +40% | +$204K | 0.01% | 647 |
|
|
2022
Q1 | $519K | Buy |
2,394
+253
| +12% | +$54.8K | ﹤0.01% | 720 |
|
|
2021
Q4 | $414K | Buy |
+2,141
| New | +$414K | ﹤0.01% | 778 |
|
|
2021
Q2 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 807 |
|
|
2021
Q1 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 807 |
|
|
2020
Q4 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 807 |
|
|
2020
Q3 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 807 |
|
|
2020
Q2 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 807 |
|
|
2020
Q1 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 807 |
|
|
2019
Q4 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 807 |
|
|
2019
Q3 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 807 |
|
|
2019
Q2 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 807 |
|
|
2019
Q1 | $270K | Buy |
1,550
+998
| +181% | +$174K | ﹤0.01% | 807 |
|
|
2018
Q4 | $59K | Buy |
552
+487
| +749% | +$52.1K | ﹤0.01% | 839 |
|
|
2018
Q3 | $7K | Buy |
65
+10
| +18% | +$1.08K | ﹤0.01% | 1245 |
|
|
2018
Q2 | $5K | Sell |
55
-23
| -29% | -$2.09K | ﹤0.01% | 1190 |
|
|
2018
Q1 | $8K | Buy |
78
+1
| +1% | +$103 | ﹤0.01% | 892 |
|
|
2017
Q4 | $9K | Sell |
77
-18
| -19% | -$2.1K | ﹤0.01% | 912 |
|
|
2017
Q3 | $10K | Sell |
95
-4
| -4% | -$421 | ﹤0.01% | 887 |
|
|
2017
Q2 | $11K | Buy |
99
+37
| +60% | +$4.11K | ﹤0.01% | 758 |
|
|
2017
Q1 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 818 |
|