HB 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 | $494K | Sell |
2,973
-1,218
| -29% | -$202K | ﹤0.01% | 736 |
|
|
2025
Q1 | $717K | Buy |
4,191
+606
| +17% | +$104K | 0.01% | 632 |
|
|
2024
Q4 | $607K | Buy |
3,585
+616
| +21% | +$104K | 0.01% | 552 |
|
|
2024
Q3 | $569K | Buy |
2,969
+415
| +16% | +$79.6K | 0.01% | 542 |
|
|
2024
Q2 | $470K | Buy |
2,554
+690
| +37% | +$127K | 0.01% | 556 |
|
|
2024
Q1 | $363K | Buy |
1,864
+400
| +27% | +$77.8K | ﹤0.01% | 591 |
|
|
2023
Q4 | $273K | Sell |
1,464
-122
| -8% | -$22.7K | ﹤0.01% | 641 |
|
|
2023
Q3 | $317K | Sell |
1,586
-372
| -19% | -$74.4K | 0.01% | 546 |
|
|
2023
Q2 | $489K | Buy |
1,958
+9
| +0.5% | +$2.25K | 0.01% | 422 |
|
|
2023
Q1 | $496K | Buy |
1,949
+547
| +39% | +$139K | 0.01% | 415 |
|
|
2022
Q4 | $325K | Buy |
1,402
+131
| +10% | +$30.3K | 0.01% | 497 |
|
|
2022
Q3 | $280K | Buy |
1,271
+83
| +7% | +$18.3K | 0.01% | 457 |
|
|
2022
Q2 | $256K | Sell |
1,188
-76
| -6% | -$16.4K | 0.01% | 481 |
|
|
2022
Q1 | $274K | Buy |
1,264
+149
| +13% | +$32.3K | 0.01% | 473 |
|
|
2021
Q4 | $216K | Buy |
+1,115
| New | +$216K | ﹤0.01% | 472 |
|