IFP 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 | $1.27M | Sell |
6,988
-1,606
| -19% | -$293K | 0.04% | 501 |
|
|
2025
Q1 | $1.47M | Sell |
8,594
-4,398
| -34% | -$752K | 0.05% | 447 |
|
|
2024
Q4 | $2.2M | Buy |
12,992
+6,021
| +86% | +$1.02M | 0.07% | 319 |
|
|
2024
Q3 | $1.34M | Buy |
6,971
+6,285
| +916% | +$1.21M | 0.05% | 401 |
|
|
2024
Q2 | $126K | Sell |
686
-484
| -41% | -$88.9K | 0.01% | 1262 |
|
|
2024
Q1 | $228K | Buy |
1,170
+26
| +2% | +$5.06K | 0.01% | 940 |
|
|
2023
Q4 | $213K | Buy |
1,144
+18
| +2% | +$3.36K | 0.01% | 921 |
|
|
2023
Q3 | $225K | Buy |
1,126
+81
| +8% | +$16.2K | 0.01% | 914 |
|
|
2023
Q2 | $261K | Buy |
1,045
+18
| +2% | +$4.5K | 0.01% | 893 |
|
|
2023
Q1 | $92.5K | Sell |
1,027
-1,756
| -63% | -$158K | ﹤0.01% | 1290 |
|
|
2022
Q4 | $261K | Sell |
2,783
-3,631
| -57% | -$341K | 0.01% | 1212 |
|
|
2022
Q3 | $644K | Buy |
6,414
+912
| +17% | +$91.6K | 0.02% | 806 |
|
|
2022
Q2 | $559K | Hold |
5,502
| – | – | 0.02% | 798 |
|
|
2022
Q1 | $559K | Buy |
5,502
+4,886
| +793% | +$496K | 0.02% | 798 |
|
|
2021
Q4 | $122K | Buy |
616
+8
| +1% | +$1.58K | ﹤0.01% | 1161 |
|
|
2021
Q3 | $103K | Buy |
608
+2
| +0.3% | +$339 | ﹤0.01% | 1248 |
|
|
2021
Q2 | $105K | Buy |
606
+198
| +49% | +$34.3K | ﹤0.01% | 1216 |
|
|
2021
Q1 | $64K | Hold |
408
| – | – | ﹤0.01% | 1350 |
|
|
2020
Q4 | $61K | Sell |
408
-57
| -12% | -$8.52K | ﹤0.01% | 1355 |
|
|
2020
Q3 | $66K | Buy |
465
+88
| +23% | +$12.5K | ﹤0.01% | 1179 |
|
|
2020
Q2 | $48K | Buy |
377
+85
| +29% | +$10.8K | ﹤0.01% | 1232 |
|
|
2020
Q1 | $37K | Sell |
292
-14
| -5% | -$1.77K | ﹤0.01% | 1246 |
|
|
2019
Q4 | $42K | Sell |
306
-1,868
| -86% | -$256K | ﹤0.01% | 1328 |
|
|
2019
Q3 | $332K | Buy |
+2,174
| New | +$332K | 0.02% | 594 |
|
|
2019
Q1 | $102K | Sell |
894
-2,787
| -76% | -$318K | 0.01% | 681 |
|
|
2018
Q4 | $391K | Sell |
3,681
-967
| -21% | -$103K | 0.02% | 627 |
|
|
2018
Q3 | $474K | Buy |
4,648
+1,349
| +41% | +$138K | 0.02% | 682 |
|
|
2018
Q2 | $307K | Sell |
3,299
-617
| -16% | -$57.4K | 0.01% | 866 |
|
|
2018
Q1 | $445K | Hold |
3,916
| – | – | 0.02% | 668 |
|
|
2017
Q4 | $445K | Sell |
3,916
-715
| -15% | -$81.3K | 0.02% | 665 |
|
|
2017
Q3 | $506K | Sell |
4,631
-80
| -2% | -$8.74K | 0.02% | 689 |
|
|
2017
Q2 | $506K | Sell |
4,711
-24
| -0.5% | -$2.58K | 0.02% | 675 |
|
|
2017
Q1 | $517K | Buy |
4,735
+1,512
| +47% | +$165K | 0.02% | 664 |
|
|
2016
Q4 | $333K | Buy |
3,223
+1,119
| +53% | +$116K | 0.02% | 808 |
|
|
2016
Q3 | $201K | Sell |
2,104
-385
| -15% | -$36.8K | 0.01% | 1004 |
|
|
2016
Q2 | $283K | Buy |
2,489
+1,595
| +178% | +$181K | 0.02% | 814 |
|
|
2016
Q1 | $102K | Sell |
894
-1,415
| -61% | -$161K | 0.01% | 681 |
|
|
2015
Q4 | $206K | Buy |
+2,309
| New | +$206K | 0.01% | 825 |
|