Glass Jacobson Investment 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 | – | Sell |
-266
| Closed | -$45K | – | 676 |
|
|
2025
Q1 | $45K | Hold |
266
| – | – | 0.01% | 383 |
|
|
2024
Q4 | $45K | Hold |
266
| – | – | 0.01% | 383 |
|
|
2024
Q3 | $51K | Hold |
266
| – | – | 0.02% | 354 |
|
|
2024
Q2 | $48.9K | Hold |
266
| – | – | 0.02% | 342 |
|
|
2024
Q1 | $51.7K | Hold |
266
| – | – | 0.02% | 344 |
|
|
2023
Q4 | $49.6K | Hold |
266
| – | – | 0.02% | 331 |
|
|
2023
Q3 | $53.2K | Buy |
266
+166
| +166% | +$33.2K | 0.02% | 320 |
|
|
2023
Q2 | $25K | Buy |
+100
| New | +$25K | 0.01% | 411 |
|
|
2022
Q4 | $23.2K | Buy |
+100
| New | +$23.2K | 0.01% | 413 |
|