Independent Wealth Network’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
4,050
+7
| +0.2% | +$1.16K | 0.24% | 100 |
|
|
2025
Q1 | $691K | Buy |
4,043
+92
| +2% | +$15.7K | 0.28% | 88 |
|
|
2024
Q4 | $669K | Sell |
3,951
-347
| -8% | -$58.8K | 0.27% | 88 |
|
|
2024
Q3 | $824K | Buy |
4,298
+65
| +2% | +$12.5K | 0.36% | 71 |
|
|
2024
Q2 | $778K | Sell |
4,233
-81
| -2% | -$14.9K | 0.36% | 76 |
|
|
2024
Q1 | $839K | Sell |
4,314
-118
| -3% | -$23K | 0.39% | 66 |
|
|
2023
Q4 | $826K | Buy |
4,432
+1,200
| +37% | +$224K | 0.43% | 59 |
|
|
2023
Q3 | $647K | Sell |
3,232
-835
| -21% | -$167K | 0.4% | 62 |
|
|
2023
Q2 | $1.02M | Sell |
4,067
-94
| -2% | -$23.5K | 0.61% | 41 |
|
|
2023
Q1 | $1.06M | Sell |
4,161
-592
| -12% | -$151K | 0.68% | 31 |
|
|
2022
Q4 | $1.1M | Buy |
4,753
+638
| +16% | +$148K | 0.75% | 30 |
|
|
2022
Q3 | $907K | Sell |
4,115
-703
| -15% | -$155K | 0.71% | 31 |
|
|
2022
Q2 | $1.04M | Buy |
4,818
+1,000
| +26% | +$215K | 0.75% | 32 |
|
|
2022
Q1 | $827K | Buy |
3,818
+632
| +20% | +$137K | 0.53% | 45 |
|
|
2021
Q4 | $616K | Buy |
3,186
+49
| +2% | +$9.47K | 0.38% | 66 |
|
|
2021
Q3 | $554K | Buy |
+3,137
| New | +$554K | 0.36% | 77 |
|