Elevation 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 | – | Hold |
0
| – | -$9 | – | 481 |
|
|
2025
Q1 | – | Hold |
0
| – | -$9 | – | 491 |
|
|
2024
Q4 | – | Hold |
0
| – | -$10 | – | 496 |
|
|
2024
Q3 | – | Sell |
-21
| Closed | -$3.87K | – | 475 |
|
|
2024
Q2 | $3.87K | Buy |
+21
| New | +$3.87K | ﹤0.01% | 399 |
|
|
2024
Q1 | – | Hold |
0
| – | -$10 | – | 475 |
|
|
2023
Q4 | – | Hold |
0
| – | -$10 | – | 440 |
|
|
2023
Q3 | – | Hold |
0
| – | -$13 | – | 341 |
|
|
2023
Q2 | – | Hold |
0
| – | -$13 | – | 341 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 342 |
|