Financial Advocates Investment Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,512
| Closed | -$430K | – | 672 |
|
|
2025
Q1 | $430K | Sell |
2,512
-55
| -2% | -$9.41K | 0.03% | 456 |
|
|
2024
Q4 | $435K | Buy |
2,567
+441
| +21% | +$74.7K | 0.02% | 496 |
|
|
2024
Q3 | $408K | Buy |
2,126
+147
| +7% | +$28.2K | 0.02% | 518 |
|
|
2024
Q2 | $364K | Buy |
1,979
+934
| +89% | +$172K | 0.02% | 523 |
|
|
2024
Q1 | $203K | Buy |
+1,045
| New | +$203K | 0.01% | 709 |
|
|
2023
Q2 | – | Sell |
-812
| Closed | -$206K | – | 726 |
|
|
2023
Q1 | $206K | Buy |
+812
| New | +$206K | 0.01% | 672 |
|
|
2022
Q2 | – | Sell |
-1,008
| Closed | -$219K | – | 730 |
|
|
2022
Q1 | $219K | Buy |
+1,008
| New | +$219K | 0.01% | 660 |
|