Concord Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1K | Hold |
91
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $15.6K | Hold |
91
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $15.4K | Sell |
91
-50
| -35% | -$8.47K | ﹤0.01% | 486 |
|
|
2024
Q3 | $27K | Sell |
141
-50
| -26% | -$9.59K | ﹤0.01% | 427 |
|
|
2024
Q2 | $35.1K | Sell |
191
-100
| -34% | -$18.4K | 0.01% | 353 |
|
|
2024
Q1 | $56.6K | Hold |
291
| – | – | 0.01% | 333 |
|
|
2023
Q4 | $54.3K | Sell |
291
-68
| -19% | -$12.7K | 0.01% | 350 |
|
|
2023
Q3 | $71.8K | Buy |
359
+50
| +16% | +$10K | 0.02% | 327 |
|
|
2023
Q2 | $77.2K | Buy |
309
+18
| +6% | +$4.5K | 0.02% | 301 |
|
|
2023
Q1 | $74K | Sell |
291
-18
| -6% | -$4.58K | 0.02% | 289 |
|
|
2022
Q4 | $71.6K | Buy |
+309
| New | +$71.6K | 0.02% | 305 |
|
|
2022
Q3 | – | Sell |
-124
| Closed | -$27K | – | 581 |
|
|
2022
Q2 | $27K | Buy |
124
+18
| +17% | +$3.92K | 0.01% | 479 |
|
|
2022
Q1 | $23K | Hold |
106
| – | – | 0.01% | 604 |
|
|
2021
Q4 | $21K | Buy |
106
+100
| +1,667% | +$19.8K | 0.01% | 631 |
|
|
2021
Q3 | $1K | Sell |
6
-100
| -94% | -$16.7K | ﹤0.01% | 837 |
|
|
2021
Q2 | $18K | Hold |
106
| – | – | 0.01% | 524 |
|
|
2021
Q1 | $17K | Buy |
106
+100
| +1,667% | +$16K | 0.01% | 501 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 626 |
|