Dakota 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 | $4.92M | Sell |
29,649
-2,103
| -7% | -$349K | 0.1% | 162 |
|
|
2025
Q1 | $5.43M | Sell |
31,752
-258
| -0.8% | -$44.1K | 0.13% | 143 |
|
|
2024
Q4 | $5.42M | Sell |
32,010
-184
| -0.6% | -$31.2K | 0.12% | 147 |
|
|
2024
Q3 | $6.17M | Sell |
32,194
-117
| -0.4% | -$22.4K | 0.14% | 135 |
|
|
2024
Q2 | $5.94M | Sell |
32,311
-522
| -2% | -$96K | 0.14% | 134 |
|
|
2024
Q1 | $6.39M | Buy |
32,833
+17,115
| +109% | +$3.33M | 0.16% | 131 |
|
|
2023
Q4 | $2.93M | Buy |
15,718
+13,389
| +575% | +$2.5M | 0.11% | 175 |
|
|
2023
Q3 | $466K | Sell |
2,329
-585
| -20% | -$117K | 0.02% | 421 |
|
|
2023
Q2 | $728K | Hold |
2,914
| – | – | 0.03% | 305 |
|
|
2023
Q1 | $741K | Sell |
2,914
-72
| -2% | -$18.3K | 0.05% | 284 |
|
|
2022
Q4 | $691K | Sell |
2,986
-16
| -0.5% | -$3.71K | 0.05% | 285 |
|
|
2022
Q3 | $661K | Buy |
3,002
+1,861
| +163% | +$410K | 0.05% | 285 |
|
|
2022
Q2 | $246K | Buy |
1,141
+39
| +4% | +$8.41K | 0.02% | 404 |
|
|
2022
Q1 | $238K | Buy |
+1,102
| New | +$238K | 0.02% | 383 |
|