EverSource Wealth Advisors’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Buy |
697
+117
| +20% | +$19.4K | 0.01% | 1122 |
|
|
2025
Q1 | $99.2K | Buy |
580
+20
| +4% | +$3.42K | 0.01% | 917 |
|
|
2024
Q4 | $94.8K | Sell |
560
-1,728
| -76% | -$293K | 0.01% | 923 |
|
|
2024
Q3 | $439K | Buy |
2,288
+71
| +3% | +$13.6K | 0.03% | 356 |
|
|
2024
Q2 | $438K | Buy |
2,217
+180
| +9% | +$35.5K | 0.03% | 344 |
|
|
2024
Q1 | $395K | Buy |
2,037
+1,830
| +884% | +$355K | 0.03% | 320 |
|
|
2023
Q4 | $38.6K | Buy |
207
+12
| +6% | +$2.24K | ﹤0.01% | 999 |
|
|
2023
Q3 | $39K | Sell |
195
-102
| -34% | -$20.4K | ﹤0.01% | 909 |
|
|
2023
Q2 | $74.2K | Buy |
297
+19
| +7% | +$4.74K | 0.01% | 685 |
|
|
2023
Q1 | $70.7K | Buy |
278
+9
| +3% | +$2.29K | 0.01% | 665 |
|
|
2022
Q4 | $62.3K | Buy |
269
+125
| +87% | +$28.9K | 0.01% | 670 |
|
|
2022
Q3 | $32K | Buy |
144
+10
| +7% | +$2.22K | 0.01% | 750 |
|
|
2022
Q2 | $29K | Hold |
134
| – | – | 0.01% | 736 |
|
|
2022
Q1 | $29K | Buy |
134
+8
| +6% | +$1.73K | 0.01% | 579 |
|
|
2021
Q4 | $25K | Buy |
+126
| New | +$25K | 0.01% | 596 |
|