IWS
Insight Wealth Strategies’s Hershey HSY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-25,259
| Closed | -$4.32M | – | 174 |
|
2025
Q1 | $4.32M | Buy |
25,259
+714
| +3% | +$122K | 0.58% | 47 |
|
2024
Q4 | $4.16M | Buy |
24,545
+3,841
| +19% | +$650K | 0.56% | 52 |
|
2024
Q3 | $3.97M | Buy |
20,704
+10,034
| +94% | +$1.92M | 0.52% | 52 |
|
2024
Q2 | $1.96M | Buy |
10,670
+595
| +6% | +$109K | 0.28% | 94 |
|
2024
Q1 | $1.96M | Buy |
+10,075
| New | +$1.96M | 0.29% | 94 |
|