Connecticut 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
Q1 | – | Sell |
-1,303
| Closed | -$221K | – | 312 |
|
|
2024
Q4 | $221K | Sell |
1,303
-54
| -4% | -$9.15K | 0.01% | 254 |
|
|
2024
Q3 | $260K | Sell |
1,357
-409
| -23% | -$78.5K | 0.01% | 281 |
|
|
2024
Q2 | $325K | Buy |
1,766
+269
| +18% | +$49.5K | 0.02% | 254 |
|
|
2024
Q1 | $291K | Sell |
1,497
-4
| -0.3% | -$778 | 0.02% | 272 |
|
|
2023
Q4 | $280K | Buy |
1,501
+384
| +34% | +$71.6K | 0.02% | 270 |
|
|
2023
Q3 | $223K | Sell |
1,117
-287
| -20% | -$57.4K | 0.02% | 270 |
|
|
2023
Q2 | $351K | Sell |
1,404
-5
| -0.4% | -$1.25K | 0.02% | 187 |
|
|
2023
Q1 | $358K | Buy |
1,409
+18
| +1% | +$4.58K | 0.03% | 170 |
|
|
2022
Q4 | $322K | Hold |
1,391
| – | – | 0.03% | 153 |
|
|
2022
Q3 | $307K | Buy |
+1,391
| New | +$307K | 0.03% | 142 |
|