GoalVest Advisory’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 |
-300
| Closed | -$51.3K | – | 438 |
|
|
2025
Q1 | $51.3K | Hold |
300
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $50.8K | Hold |
300
| – | – | 0.01% | 186 |
|
|
2024
Q3 | $57.5K | Hold |
300
| – | – | 0.02% | 177 |
|
|
2024
Q2 | $55.1K | Hold |
300
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $58.4K | Buy |
+300
| New | +$58.4K | 0.02% | 180 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$2.4K | – | 426 |
|
|
2023
Q3 | $2.4K | Buy |
+12
| New | +$2.4K | ﹤0.01% | 409 |
|