Integrated Wealth Concepts’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.37M | Buy |
|
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.51M | Buy |
|
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.91M | Buy |
|
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|
2023
Q1 | $807K | Buy |
|
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $221K | Buy |
|