Envestnet Portfolio Solutions’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
13,184
-5,441
| -29% | -$903K | 0.01% | 542 |
|
|
2025
Q1 | $3.19M | Buy |
18,625
+1,390
| +8% | +$238K | 0.01% | 474 |
|
|
2024
Q4 | $2.92M | Buy |
17,235
+4,630
| +37% | +$784K | 0.01% | 544 |
|
|
2024
Q3 | $2.42M | Sell |
12,605
-385
| -3% | -$73.8K | 0.01% | 601 |
|
|
2024
Q2 | $2.39M | Buy |
12,990
+3,275
| +34% | +$602K | 0.01% | 583 |
|
|
2024
Q1 | $1.89M | Buy |
9,715
+3,445
| +55% | +$670K | 0.01% | 650 |
|
|
2023
Q4 | $1.17M | Sell |
6,270
-1,624
| -21% | -$303K | ﹤0.01% | 754 |
|
|
2023
Q3 | $1.58M | Buy |
+7,894
| New | +$1.58M | 0.01% | 618 |
|