IFG 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 | $2.08M | Buy |
12,547
+883
| +8% | +$147K | 0.1% | 214 |
|
2025
Q1 | $1.99M | Buy |
11,664
+5,403
| +86% | +$924K | 0.11% | 217 |
|
2024
Q4 | $1.06M | Buy |
+6,261
| New | +$1.06M | 0.06% | 284 |
|
2024
Q3 | – | Sell |
-5,287
| Closed | -$972K | – | 480 |
|
2024
Q2 | $972K | Buy |
+5,287
| New | +$972K | 0.06% | 284 |
|
2019
Q4 | – | Sell |
-1,533
| Closed | -$237K | – | 412 |
|
2019
Q3 | $237K | Sell |
1,533
-736
| -32% | -$114K | 0.05% | 348 |
|
2019
Q2 | $304K | Buy |
2,269
+25
| +1% | +$3.35K | 0.05% | 268 |
|
2019
Q1 | $257K | Sell |
2,244
-418
| -16% | -$47.9K | 0.05% | 285 |
|
2018
Q4 | $285K | Sell |
2,662
-282
| -10% | -$30.2K | 0.07% | 246 |
|
2018
Q3 | $300K | Buy |
2,944
+139
| +5% | +$14.2K | 0.06% | 292 |
|
2018
Q2 | $261K | Buy |
+2,805
| New | +$261K | 0.05% | 297 |
|