IAA
Independent Advisor Alliance’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Buy |
39,965
+9,313
| +30% | +$1.55M | 0.19% | 90 |
|
|
2025
Q1 | $5.24M | Buy |
30,652
+1,135
| +4% | +$194K | 0.17% | 101 |
|
|
2024
Q4 | $5M | Sell |
29,517
-10,652
| -27% | -$1.8M | 0.07% | 267 |
|
|
2024
Q3 | $7.7M | Sell |
40,169
-2,032
| -5% | -$390K | 0.28% | 68 |
|
|
2024
Q2 | $7.76M | Sell |
42,201
-8,036
| -16% | -$1.48M | 0.27% | 69 |
|
|
2024
Q1 | $9.77M | Sell |
50,237
-2,904
| -5% | -$565K | 0.35% | 54 |
|
|
2023
Q4 | $9.91M | Buy |
53,141
+1,465
| +3% | +$273K | 0.36% | 52 |
|
|
2023
Q3 | $10.3M | Buy |
51,676
+3,424
| +7% | +$685K | 0.47% | 43 |
|
|
2023
Q2 | $12M | Buy |
48,252
+1,228
| +3% | +$307K | 0.53% | 36 |
|
|
2023
Q1 | $12M | Sell |
47,024
-2,420
| -5% | -$616K | 0.58% | 36 |
|
|
2022
Q4 | $11.5K | Sell |
49,444
-558
| -1% | -$129 | ﹤0.01% | 166 |
|
|
2022
Q3 | $11M | Buy |
50,002
+9
| +0% | +$1.98K | 0.64% | 35 |
|
|
2022
Q2 | $10.8M | Buy |
49,993
+145
| +0.3% | +$31.2K | 0.6% | 41 |
|
|
2022
Q1 | $10.8M | Buy |
49,848
+1,397
| +3% | +$303K | 0.52% | 47 |
|
|
2021
Q4 | $9.37M | Buy |
48,451
+585
| +1% | +$113K | 0.46% | 52 |
|
|
2021
Q3 | $8.1M | Buy |
47,866
+2,367
| +5% | +$401K | 0.45% | 58 |
|
|
2021
Q2 | $7.93M | Sell |
45,499
-10,040
| -18% | -$1.75M | 0.43% | 61 |
|
|
2021
Q1 | $8.78M | Buy |
55,539
+8,800
| +19% | +$1.39M | 0.52% | 47 |
|
|
2020
Q4 | $7.12M | Buy |
46,739
+741
| +2% | +$113K | 0.48% | 52 |
|
|
2020
Q3 | $6.59M | Buy |
45,998
+42,279
| +1,137% | +$6.06M | 0.5% | 52 |
|
|
2020
Q2 | $482K | Buy |
+3,719
| New | +$482K | 0.05% | 275 |
|
|
2019
Q3 | – | Sell |
-1,918
| Closed | -$257K | – | 460 |
|
|
2019
Q2 | $257K | Buy |
+1,918
| New | +$257K | 0.04% | 327 |
|