Exencial 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 | $6.72M | Sell |
40,504
-843
| -2% | -$140K | 0.24% | 114 |
|
|
2025
Q1 | $7.07M | Sell |
41,347
-672
| -2% | -$115K | 0.26% | 110 |
|
|
2024
Q4 | $7.12M | Sell |
42,019
-2,008
| -5% | -$340K | 0.26% | 112 |
|
|
2024
Q3 | $8.44M | Sell |
44,027
-176
| -0.4% | -$33.8K | 0.3% | 98 |
|
|
2024
Q2 | $8.13M | Buy |
+44,203
| New | +$8.13M | 0.3% | 101 |
|