Inspirion Wealth 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 | $398K | Buy |
2,398
+12
| +0.5% | +$1.99K | 0.05% | 109 |
|
2025
Q1 | $408K | Buy |
2,386
+19
| +0.8% | +$3.25K | 0.06% | 106 |
|
2024
Q4 | $392K | Buy |
2,367
+12
| +0.5% | +$1.99K | 0.05% | 108 |
|
2024
Q3 | $452K | Buy |
2,355
+210
| +10% | +$40.3K | 0.06% | 101 |
|
2024
Q2 | $394K | Buy |
2,145
+11
| +0.5% | +$2.02K | 0.06% | 100 |
|
2024
Q1 | $415K | Sell |
2,134
-38
| -2% | -$7.39K | 0.07% | 98 |
|
2023
Q4 | $417K | Buy |
2,172
+20
| +0.9% | +$3.84K | 0.08% | 92 |
|
2023
Q3 | $431K | Hold |
2,152
| – | – | 0.08% | 90 |
|
2023
Q2 | $537K | Buy |
2,152
+106
| +5% | +$26.5K | 0.1% | 80 |
|
2023
Q1 | $521K | Buy |
+2,046
| New | +$521K | 0.1% | 79 |
|