IHT 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 | $892K | Sell |
5,375
-350
| -6% | -$58.1K | 0.02% | 527 |
|
|
2025
Q1 | $979K | Buy |
5,725
+490
| +9% | +$83.8K | 0.03% | 481 |
|
|
2024
Q4 | $887K | Sell |
5,235
-5,905
| -53% | -$1M | 0.03% | 493 |
|
|
2024
Q3 | $2.14M | Buy |
11,140
+7,042
| +172% | +$1.35M | 0.06% | 304 |
|
|
2024
Q2 | $753K | Buy |
4,098
+457
| +13% | +$84K | 0.03% | 507 |
|
|
2024
Q1 | $708K | Buy |
3,641
+582
| +19% | +$113K | 0.03% | 527 |
|
|
2023
Q4 | $570K | Buy |
3,059
+661
| +28% | +$123K | 0.03% | 550 |
|
|
2023
Q3 | $480K | Sell |
2,398
-9
| -0.4% | -$1.8K | 0.02% | 568 |
|
|
2023
Q2 | $601K | Buy |
2,407
+309
| +15% | +$77.2K | 0.03% | 485 |
|
|
2023
Q1 | $534K | Buy |
2,098
+509
| +32% | +$130K | 0.03% | 478 |
|
|
2022
Q4 | $368K | Buy |
1,589
+144
| +10% | +$33.4K | 0.02% | 583 |
|
|
2022
Q3 | $319K | Buy |
+1,445
| New | +$319K | 0.02% | 597 |
|
|
2020
Q2 | – | Sell |
-1,739
| Closed | -$230K | – | 605 |
|
|
2020
Q1 | $230K | Buy |
1,739
+47
| +3% | +$6.22K | 0.03% | 457 |
|
|
2019
Q4 | $249K | Buy |
1,692
+3
| +0.2% | +$441 | 0.03% | 504 |
|
|
2019
Q3 | $262K | Buy |
+1,689
| New | +$262K | 0.04% | 460 |
|