Clearstead 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 | $932K | Buy |
5,614
+1,310
| +30% | +$217K | 0.01% | 463 |
|
|
2025
Q1 | $736K | Sell |
4,304
-2,343
| -35% | -$401K | 0.01% | 475 |
|
|
2024
Q4 | $1.13M | Buy |
6,647
+1,190
| +22% | +$202K | 0.02% | 389 |
|
|
2024
Q3 | $1.05M | Buy |
5,457
+1,218
| +29% | +$234K | 0.02% | 408 |
|
|
2024
Q2 | $779K | Buy |
4,239
+4,001
| +1,681% | +$736K | 0.01% | 447 |
|
|
2024
Q1 | $49.9K | Sell |
238
-215
| -47% | -$45K | ﹤0.01% | 758 |
|
|
2023
Q4 | $84.5K | Sell |
453
-505
| -53% | -$94.2K | ﹤0.01% | 619 |
|
|
2023
Q3 | $192K | Buy |
958
+540
| +129% | +$108K | 0.01% | 575 |
|
|
2023
Q2 | $104K | Hold |
418
| – | – | 0.01% | 568 |
|
|
2023
Q1 | $106K | Buy |
418
+14
| +3% | +$3.56K | 0.01% | 498 |
|
|
2022
Q4 | $93.6K | Hold |
404
| – | – | 0.01% | 515 |
|
|
2022
Q3 | $89K | Buy |
404
+28
| +7% | +$6.17K | 0.01% | 496 |
|
|
2022
Q2 | $81K | Hold |
376
| – | – | 0.01% | 525 |
|
|
2022
Q1 | $81K | Sell |
376
-258
| -41% | -$55.6K | 0.01% | 585 |
|
|
2021
Q4 | $123K | Buy |
634
+14
| +2% | +$2.72K | 0.01% | 483 |
|
|
2021
Q3 | $105K | Buy |
620
+12
| +2% | +$2.03K | 0.01% | 470 |
|
|
2021
Q2 | $106K | Buy |
608
+10
| +2% | +$1.74K | 0.01% | 441 |
|
|
2021
Q1 | $95K | Sell |
598
-44
| -7% | -$6.99K | 0.01% | 447 |
|
|
2020
Q4 | $98K | Sell |
642
-36
| -5% | -$5.5K | 0.01% | 416 |
|
|
2020
Q3 | $97K | Sell |
678
-556
| -45% | -$79.5K | 0.01% | 373 |
|
|
2020
Q2 | $160K | Buy |
1,234
+306
| +33% | +$39.7K | 0.02% | 301 |
|
|
2020
Q1 | $123K | Buy |
+928
| New | +$123K | 0.02% | 300 |
|