Cherry Tree Wealth Management’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 |
-9
| Closed | -$1.54K | – | 668 |
|
|
2025
Q1 | $1.54K | Hold |
9
| – | – | ﹤0.01% | 651 |
|
|
2024
Q4 | $1.53K | Hold |
9
| – | – | ﹤0.01% | 552 |
|
|
2024
Q3 | $1.73K | Hold |
9
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $1.66K | Buy |
9
+3
| +50% | +$552 | ﹤0.01% | 524 |
|
|
2024
Q1 | $1.17K | Hold |
6
| – | – | ﹤0.01% | 539 |
|
|
2023
Q4 | $1.12K | Hold |
6
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $1.2K | Hold |
6
| – | – | ﹤0.01% | 522 |
|
|
2023
Q2 | $1.5K | Buy |
+6
| New | +$1.5K | ﹤0.01% | 513 |
|