CreativeOne Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
11,873
+2,079
| +21% | +$345K | 0.05% | 350 |
|
|
2025
Q1 | $1.68M | Buy |
9,794
+3,293
| +51% | +$563K | 0.05% | 336 |
|
|
2024
Q4 | $1.1M | Sell |
6,501
-1,809
| -22% | -$306K | 0.03% | 438 |
|
|
2024
Q3 | $1.59M | Buy |
8,310
+1,966
| +31% | +$377K | 0.05% | 313 |
|
|
2024
Q2 | $1.17M | Sell |
6,344
-614
| -9% | -$113K | 0.06% | 288 |
|
|
2024
Q1 | $1.35M | Buy |
6,958
+4,468
| +179% | +$869K | 0.05% | 312 |
|
|
2023
Q4 | $464K | Sell |
2,490
-2,432
| -49% | -$453K | 0.03% | 388 |
|
|
2023
Q3 | $985K | Buy |
4,922
+2,224
| +82% | +$445K | 0.07% | 240 |
|
|
2023
Q2 | $674K | Sell |
2,698
-1,704
| -39% | -$426K | 0.03% | 412 |
|
|
2023
Q1 | $1.12M | Sell |
4,402
-11
| -0.2% | -$2.8K | 0.06% | 284 |
|
|
2022
Q4 | $1.02M | Sell |
4,413
-1,655
| -27% | -$383K | 0.06% | 284 |
|
|
2022
Q3 | $1.34M | Buy |
6,068
+1,930
| +47% | +$426K | 0.08% | 211 |
|
|
2022
Q2 | $890K | Buy |
4,138
+2,235
| +117% | +$481K | 0.05% | 281 |
|
|
2022
Q1 | $412K | Sell |
1,903
-79
| -4% | -$17.1K | 0.02% | 486 |
|
|
2021
Q4 | $383K | Buy |
1,982
+29
| +1% | +$5.6K | 0.02% | 522 |
|
|
2021
Q3 | $330K | Buy |
1,953
+531
| +37% | +$89.7K | 0.02% | 523 |
|
|
2021
Q2 | $248K | Buy |
+1,422
| New | +$248K | 0.02% | 593 |
|