Compass 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 |
-196
| Closed | -$33.5K | – | 261 |
|
|
2025
Q1 | $33.5K | Hold |
196
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $33.2K | Hold |
196
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $37.6K | Hold |
196
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $36K | Hold |
196
| – | – | 0.01% | 285 |
|
|
2024
Q1 | $38.1K | Hold |
196
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $36.5K | Hold |
196
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $39.2K | Hold |
196
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $48.9K | Hold |
196
| – | – | 0.01% | 245 |
|
|
2023
Q1 | $49.9K | Hold |
196
| – | – | 0.02% | 239 |
|
|
2022
Q4 | $45.4K | Buy |
+196
| New | +$45.4K | 0.01% | 242 |
|