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