Intelligent Financial Strategies’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
3,594
-862
| -19% | -$143K | 0.32% | 25 |
|
|
2025
Q1 | $762K | Sell |
4,456
-701
| -14% | -$120K | 0.4% | 21 |
|
|
2024
Q4 | $873K | Sell |
5,157
-190
| -4% | -$32.2K | 0.48% | 20 |
|
|
2024
Q3 | $1.03M | Sell |
5,347
-3
| -0.1% | -$575 | 0.56% | 18 |
|
|
2024
Q2 | $984K | Sell |
5,350
-202
| -4% | -$37.1K | 0.61% | 18 |
|
|
2024
Q1 | $1.08M | Sell |
5,552
-35
| -0.6% | -$6.81K | 0.67% | 17 |
|
|
2023
Q4 | $1.04M | Buy |
5,587
+1
| +0% | +$186 | 0.73% | 20 |
|
|
2023
Q3 | $1.12M | Buy |
5,586
+2
| +0% | +$400 | 0.83% | 17 |
|
|
2023
Q2 | $1.39M | Hold |
5,584
| – | – | 1.02% | 17 |
|
|
2023
Q1 | $1.42M | Sell |
5,584
-40
| -0.7% | -$10.2K | 1.11% | 16 |
|
|
2022
Q4 | $1.3M | Buy |
5,624
+544
| +11% | +$126K | 1.1% | 19 |
|
|
2022
Q3 | $1.12M | Buy |
5,080
+1
| +0% | +$220 | 1.17% | 20 |
|
|
2022
Q2 | $1.09M | Sell |
5,079
-270
| -5% | -$58.1K | 1.11% | 21 |
|
|
2022
Q1 | $1.16M | Sell |
5,349
-656
| -11% | -$142K | 1.13% | 20 |
|
|
2021
Q4 | $1.16M | Buy |
+6,005
| New | +$1.16M | 1.05% | 23 |
|