J.W. Cole 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 | $2.17M | Buy |
13,086
+389
| +3% | +$64.6K | 0.05% | 392 |
|
|
2025
Q1 | $2.17M | Buy |
12,697
+10,207
| +410% | +$1.75M | 0.07% | 295 |
|
|
2024
Q4 | $422K | Sell |
2,490
-845
| -25% | -$143K | 0.02% | 664 |
|
|
2024
Q3 | $640K | Sell |
3,335
-4,229
| -56% | -$811K | 0.03% | 518 |
|
|
2024
Q2 | $1.39M | Buy |
7,564
+5,044
| +200% | +$927K | 0.07% | 287 |
|
|
2024
Q1 | $490K | Sell |
2,520
-192
| -7% | -$37.4K | 0.02% | 536 |
|
|
2023
Q4 | $506K | Buy |
2,712
+485
| +22% | +$90.4K | 0.03% | 486 |
|
|
2023
Q3 | $446K | Buy |
2,227
+16
| +0.7% | +$3.2K | 0.03% | 443 |
|
|
2023
Q2 | $552K | Sell |
2,211
-517
| -19% | -$129K | 0.04% | 399 |
|
|
2023
Q1 | $694K | Sell |
2,728
-16
| -0.6% | -$4.07K | 0.05% | 368 |
|
|
2022
Q4 | $636K | Sell |
2,744
-205
| -7% | -$47.5K | 0.05% | 354 |
|
|
2022
Q3 | $650K | Buy |
2,949
+107
| +4% | +$23.6K | 0.05% | 340 |
|
|
2022
Q2 | $611K | Buy |
2,842
+191
| +7% | +$41.1K | 0.05% | 357 |
|
|
2022
Q1 | $574K | Buy |
2,651
+264
| +11% | +$57.2K | 0.04% | 413 |
|
|
2021
Q4 | $462K | Sell |
2,387
-6
| -0.3% | -$1.16K | 0.03% | 496 |
|
|
2021
Q3 | $405K | Sell |
2,393
-33
| -1% | -$5.59K | 0.03% | 289 |
|
|
2021
Q2 | $423K | Buy |
2,426
+313
| +15% | +$54.6K | 0.03% | 479 |
|
|
2021
Q1 | $334K | Buy |
+2,113
| New | +$334K | 0.03% | 485 |
|
|
2020
Q4 | – | Sell |
-6,147
| Closed | -$881K | – | 742 |
|
|
2020
Q3 | $881K | Buy |
+6,147
| New | +$881K | 0.07% | 278 |
|