Graybill Wealth 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 |
-325
| Closed | -$55.6K | – | 111 |
|
2025
Q1 | $55.6K | Buy |
+325
| New | +$55.6K | 0.02% | 97 |
|
2023
Q2 | – | Sell |
-925
| Closed | -$235K | – | 54 |
|
2023
Q1 | $235K | Sell |
925
-225
| -20% | -$57.2K | 0.12% | 50 |
|
2022
Q4 | $266K | Hold |
1,150
| – | – | 0.14% | 49 |
|
2022
Q3 | $254K | Buy |
+1,150
| New | +$254K | 0.15% | 47 |
|