JNBA Financial 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 | $138K | Hold |
832
| – | – | 0.01% | 194 |
|
|
2025
Q1 | $142K | Hold |
832
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $141K | Hold |
832
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $160K | Hold |
832
| – | – | 0.02% | 193 |
|
|
2024
Q2 | $153K | Buy |
832
+46
| +6% | +$8.46K | 0.02% | 196 |
|
|
2024
Q1 | $153K | Hold |
786
| – | – | 0.02% | 201 |
|
|
2023
Q4 | $147K | Hold |
786
| – | – | 0.02% | 204 |
|
|
2023
Q3 | $157K | Hold |
786
| – | – | 0.02% | 201 |
|
|
2023
Q2 | $196K | Sell |
786
-28
| -3% | -$6.99K | 0.02% | 192 |
|
|
2023
Q1 | $207K | Sell |
814
-55
| -6% | -$14K | 0.03% | 188 |
|
|
2022
Q4 | $201K | Sell |
869
-25
| -3% | -$5.79K | 0.03% | 186 |
|
|
2022
Q3 | $197K | Sell |
894
-48
| -5% | -$10.6K | 0.03% | 181 |
|
|
2022
Q2 | $203K | Sell |
942
-279
| -23% | -$60.1K | 0.03% | 181 |
|
|
2022
Q1 | $264K | Sell |
1,221
-209
| -15% | -$45.2K | 0.04% | 169 |
|
|
2021
Q4 | $277K | Sell |
1,430
-146
| -9% | -$28.3K | 0.03% | 169 |
|
|
2021
Q3 | $267K | Buy |
1,576
+144
| +10% | +$24.4K | 0.04% | 171 |
|
|
2021
Q2 | $249K | Sell |
1,432
-264
| -16% | -$45.9K | 0.03% | 179 |
|
|
2021
Q1 | $268K | Hold |
1,696
| – | – | 0.04% | 165 |
|
|
2020
Q4 | $258K | Hold |
1,696
| – | – | 0.04% | 153 |
|
|
2020
Q3 | $243K | Hold |
1,696
| – | – | 0.05% | 142 |
|
|
2020
Q2 | $220K | Sell |
1,696
-124
| -7% | -$16.1K | 0.05% | 146 |
|
|
2020
Q1 | $241K | Hold |
1,820
| – | – | 0.06% | 125 |
|
|
2019
Q4 | $267K | Buy |
1,820
+24
| +1% | +$3.52K | 0.05% | 137 |
|
|
2019
Q3 | $278K | Hold |
1,796
| – | – | 0.06% | 126 |
|
|
2019
Q2 | $241K | Hold |
1,796
| – | – | 0.05% | 139 |
|
|
2019
Q1 | $206K | Hold |
1,796
| – | – | 0.04% | 141 |
|
|
2018
Q4 | $192K | Buy |
1,796
+1,161
| +183% | +$124K | 0.04% | 132 |
|
|
2018
Q3 | $65K | Sell |
635
-1,141
| -64% | -$117K | 0.03% | 206 |
|
|
2018
Q2 | $165K | Hold |
1,776
| – | – | 0.03% | 140 |
|
|
2018
Q1 | $176K | Hold |
1,776
| – | – | 0.04% | 134 |
|
|
2017
Q4 | $202K | Hold |
1,776
| – | – | 0.04% | 126 |
|
|
2017
Q3 | $194K | Hold |
1,776
| – | – | 0.04% | 121 |
|
|
2017
Q2 | $191K | Hold |
1,776
| – | – | 0.04% | 120 |
|
|
2017
Q1 | $194K | Hold |
1,776
| – | – | 0.05% | 117 |
|
|
2016
Q4 | $184K | Buy |
1,776
+1,668
| +1,544% | +$173K | 0.04% | 119 |
|
|
2016
Q3 | $10K | Sell |
108
-1,668
| -94% | -$154K | ﹤0.01% | 1016 |
|
|
2016
Q2 | $202K | Hold |
1,776
| – | – | 0.06% | 113 |
|
|
2016
Q1 | $164K | Sell |
1,776
-848
| -32% | -$78.3K | 0.06% | 116 |
|
|
2015
Q4 | $234K | Buy |
2,624
+848
| +48% | +$75.6K | 0.09% | 93 |
|
|
2015
Q3 | $163K | Hold |
1,776
| – | – | 0.07% | 102 |
|
|
2015
Q2 | $158K | Hold |
1,776
| – | – | 0.06% | 104 |
|
|
2015
Q1 | $179K | Hold |
1,776
| – | – | 0.07% | 100 |
|
|
2014
Q4 | $185K | Hold |
1,776
| – | – | 0.07% | 99 |
|
|
2014
Q3 | $169K | Hold |
1,776
| – | – | 0.08% | 103 |
|
|
2014
Q2 | $173K | Hold |
1,776
| – | – | 0.08% | 100 |
|
|
2014
Q1 | $185K | Hold |
1,776
| – | – | 0.1% | 89 |
|
|
2013
Q4 | $173K | Hold |
1,776
| – | – | 0.09% | 89 |
|
|
2013
Q3 | $164K | Hold |
1,776
| – | – | 0.1% | 89 |
|
|
2013
Q2 | $159K | Buy |
+1,776
| New | +$159K | 0.11% | 90 |
|