Integrated Wealth Concepts’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
5,908
-2,289
| -28% | -$380K | 0.01% | 926 |
|
|
2025
Q1 | $1.4M | Sell |
8,197
-419
| -5% | -$71.7K | 0.02% | 683 |
|
|
2024
Q4 | $1.46M | Sell |
8,616
-2,457
| -22% | -$416K | 0.02% | 663 |
|
|
2024
Q3 | $2.12M | Buy |
11,073
+3,647
| +49% | +$699K | 0.03% | 527 |
|
|
2024
Q2 | $1.37M | Buy |
7,426
+880
| +13% | +$162K | 0.02% | 625 |
|
|
2024
Q1 | $1.27M | Sell |
6,546
-1,538
| -19% | -$299K | 0.02% | 665 |
|
|
2023
Q4 | $1.51M | Buy |
8,084
+1,670
| +26% | +$311K | 0.02% | 578 |
|
|
2023
Q3 | $1.28M | Sell |
6,414
-1,224
| -16% | -$245K | 0.02% | 593 |
|
|
2023
Q2 | $1.91M | Buy |
7,638
+4,466
| +141% | +$1.12M | 0.03% | 478 |
|
|
2023
Q1 | $807K | Buy |
3,172
+1,273
| +67% | +$324K | 0.02% | 694 |
|
|
2022
Q4 | $440K | Sell |
1,899
-82
| -4% | -$19K | 0.01% | 693 |
|
|
2022
Q3 | $437K | Buy |
1,981
+752
| +61% | +$166K | 0.01% | 631 |
|
|
2022
Q2 | $264K | Buy |
1,229
+12
| +1% | +$2.58K | 0.01% | 797 |
|
|
2022
Q1 | $264K | Sell |
1,217
-92
| -7% | -$20K | 0.01% | 784 |
|
|
2021
Q4 | $253K | Buy |
1,309
+2
| +0.2% | +$387 | 0.01% | 852 |
|
|
2021
Q3 | $221K | Buy |
+1,307
| New | +$221K | 0.01% | 854 |
|