Congress 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 | $1.35M | Buy |
8,163
+2,853
| +54% | +$474K | 0.01% | 630 |
|
|
2025
Q1 | $906K | Buy |
5,310
+1,648
| +45% | +$281K | 0.01% | 653 |
|
|
2024
Q4 | $620K | Sell |
3,662
-6,897
| -65% | -$1.17M | 0.01% | 593 |
|
|
2024
Q3 | $2.03M | Buy |
10,559
+7,916
| +300% | +$1.52M | 0.03% | 427 |
|
|
2024
Q2 | $486K | Buy |
2,643
+113
| +4% | +$20.8K | 0.01% | 538 |
|
|
2024
Q1 | $492K | Sell |
2,530
-581
| -19% | -$113K | 0.01% | 451 |
|
|
2023
Q4 | $580K | Buy |
3,111
+762
| +32% | +$142K | 0.01% | 447 |
|
|
2023
Q3 | $470K | Sell |
2,349
-138
| -6% | -$27.6K | 0.01% | 466 |
|
|
2023
Q2 | $621K | Sell |
2,487
-100
| -4% | -$25K | 0.01% | 391 |
|
|
2023
Q1 | $658K | Buy |
2,587
+29
| +1% | +$7.38K | 0.02% | 390 |
|
|
2022
Q4 | $592K | Buy |
2,558
+451
| +21% | +$104K | 0.02% | 390 |
|
|
2022
Q3 | $465K | Buy |
+2,107
| New | +$465K | 0.01% | 416 |
|