EP Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Buy |
5,478
+2,208
| +68% | +$366K | 0.01% | 581 |
|
|
2025
Q1 | $559K | Buy |
3,270
+462
| +16% | +$79K | ﹤0.01% | 668 |
|
|
2024
Q4 | $476K | Sell |
2,808
-770
| -22% | -$130K | ﹤0.01% | 708 |
|
|
2024
Q3 | $686K | Sell |
3,578
-35
| -1% | -$6.71K | 0.01% | 596 |
|
|
2024
Q2 | $664K | Buy |
3,613
+380
| +12% | +$69.9K | 0.01% | 473 |
|
|
2024
Q1 | $629K | Buy |
3,233
+307
| +10% | +$59.7K | 0.01% | 467 |
|
|
2023
Q4 | $546K | Sell |
2,926
-7,393
| -72% | -$1.38M | 0.01% | 475 |
|
|
2023
Q3 | $2.06M | Sell |
10,319
-13,217
| -56% | -$2.64M | 0.03% | 235 |
|
|
2023
Q2 | $4.62M | Buy |
23,536
+16,924
| +256% | +$3.33M | 0.07% | 155 |
|
|
2023
Q1 | $264K | Sell |
6,612
-11,553
| -64% | -$461K | ﹤0.01% | 516 |
|
|
2022
Q4 | $4.21M | Buy |
18,165
+5,521
| +44% | +$1.28M | 0.08% | 144 |
|
|
2022
Q3 | $2.79M | Buy |
12,644
+11,094
| +716% | +$2.45M | 0.06% | 166 |
|
|
2022
Q2 | $333K | Sell |
1,550
-44
| -3% | -$9.45K | 0.01% | 457 |
|
|
2022
Q1 | $345K | Buy |
1,594
+192
| +14% | +$41.6K | 0.01% | 463 |
|
|
2021
Q4 | $271K | Buy |
1,402
+97
| +7% | +$18.8K | 0.01% | 477 |
|
|
2021
Q3 | $221K | Sell |
1,305
-419
| -24% | -$71K | 0.01% | 496 |
|
|
2021
Q2 | $300K | Buy |
1,724
+356
| +26% | +$61.9K | 0.01% | 446 |
|
|
2021
Q1 | $216K | Buy |
+1,368
| New | +$216K | 0.01% | 464 |
|