JFS 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 | $112K | Sell |
676
-40
| -6% | -$6.64K | 0.01% | 359 |
|
|
2025
Q1 | $122K | Sell |
716
-6
| -0.8% | -$1.03K | 0.01% | 350 |
|
|
2024
Q4 | $122K | Sell |
722
-21
| -3% | -$3.56K | 0.01% | 339 |
|
|
2024
Q3 | $142K | Buy |
743
+4
| +0.5% | +$767 | 0.01% | 327 |
|
|
2024
Q2 | $136K | Sell |
739
-1
| -0.1% | -$184 | 0.01% | 276 |
|
|
2024
Q1 | $144K | Sell |
740
-7
| -0.9% | -$1.36K | 0.01% | 273 |
|
|
2023
Q4 | $139K | Sell |
747
-2
| -0.3% | -$373 | 0.01% | 264 |
|
|
2023
Q3 | $150K | Sell |
749
-65
| -8% | -$13K | 0.01% | 252 |
|
|
2023
Q2 | $203K | Hold |
814
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $207K | Sell |
814
-10
| -1% | -$2.54K | 0.02% | 213 |
|
|
2022
Q4 | $191K | Buy |
824
+1
| +0.1% | +$232 | 0.02% | 219 |
|
|
2022
Q3 | $181K | Sell |
823
-16
| -2% | -$3.52K | 0.02% | 223 |
|
|
2022
Q2 | $181K | Buy |
839
+35
| +4% | +$7.55K | 0.02% | 221 |
|
|
2022
Q1 | $174K | Buy |
804
+82
| +11% | +$17.7K | 0.02% | 239 |
|
|
2021
Q4 | $140K | Buy |
722
+50
| +7% | +$9.7K | 0.01% | 263 |
|
|
2021
Q3 | $114K | Sell |
672
-758
| -53% | -$129K | 0.01% | 286 |
|
|
2021
Q2 | $249K | Sell |
1,430
-50
| -3% | -$8.71K | 0.04% | 152 |
|
|
2021
Q1 | $234K | Hold |
1,480
| – | – | 0.05% | 136 |
|
|
2020
Q4 | $225K | Buy |
1,480
+98
| +7% | +$14.9K | 0.05% | 135 |
|
|
2020
Q3 | $198K | Hold |
1,382
| – | – | 0.05% | 137 |
|
|
2020
Q2 | $179K | Buy |
1,382
+50
| +4% | +$6.48K | 0.05% | 143 |
|
|
2020
Q1 | $176K | Hold |
1,332
| – | – | 0.05% | 131 |
|
|
2019
Q4 | $196K | Hold |
1,332
| – | – | 0.05% | 141 |
|
|
2019
Q3 | $206K | Hold |
1,332
| – | – | 0.05% | 140 |
|
|
2019
Q2 | $179K | Buy |
1,332
+63
| +5% | +$8.47K | 0.05% | 147 |
|
|
2019
Q1 | $146K | Buy |
1,269
+511
| +67% | +$58.8K | 0.04% | 156 |
|
|
2018
Q4 | $81K | Hold |
758
| – | – | 0.02% | 193 |
|
|
2018
Q3 | $77K | Hold |
758
| – | – | 0.02% | 215 |
|
|
2018
Q2 | $71K | Hold |
758
| – | – | 0.02% | 216 |
|
|
2018
Q1 | $75K | Hold |
758
| – | – | 0.02% | 214 |
|
|
2017
Q4 | $86K | Buy |
758
+375
| +98% | +$42.5K | 0.02% | 208 |
|
|
2017
Q3 | $42K | Buy |
+383
| New | +$42K | 0.01% | 256 |
|
|
2016
Q2 | – | Sell |
-7
| Closed | -$1K | – | 553 |
|
|
2016
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 576 |
|