Kestra Private Wealth Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
8,159
-3,417
| -30% | -$567K | 0.02% | 613 |
|
|
2025
Q1 | $1.98M | Buy |
11,576
+1,940
| +20% | +$332K | 0.03% | 460 |
|
|
2024
Q4 | $1.63M | Sell |
9,636
-4,210
| -30% | -$713K | 0.03% | 489 |
|
|
2024
Q3 | $2.66M | Sell |
13,846
-1,198
| -8% | -$230K | 0.05% | 353 |
|
|
2024
Q2 | $2.77M | Buy |
15,044
+2,378
| +19% | +$437K | 0.06% | 318 |
|
|
2024
Q1 | $2.46M | Buy |
12,666
+44
| +0.3% | +$8.56K | 0.06% | 323 |
|
|
2023
Q4 | $2.35M | Buy |
12,622
+1,416
| +13% | +$264K | 0.06% | 316 |
|
|
2023
Q3 | $2.24M | Buy |
11,206
+4,285
| +62% | +$857K | 0.07% | 284 |
|
|
2023
Q2 | $1.73M | Buy |
6,921
+422
| +6% | +$105K | 0.06% | 325 |
|
|
2023
Q1 | $1.65M | Buy |
6,499
+1,324
| +26% | +$337K | 0.07% | 304 |
|
|
2022
Q4 | $1.2M | Buy |
5,175
+167
| +3% | +$38.7K | 0.06% | 329 |
|
|
2022
Q3 | $1.1M | Buy |
5,008
+92
| +2% | +$20.3K | 0.06% | 314 |
|
|
2022
Q2 | $1.06M | Buy |
4,916
+1,311
| +36% | +$282K | 0.06% | 338 |
|
|
2022
Q1 | $781K | Buy |
3,605
+526
| +17% | +$114K | 0.04% | 440 |
|
|
2021
Q4 | $596K | Buy |
3,079
+815
| +36% | +$158K | 0.03% | 533 |
|
|
2021
Q3 | $383K | Buy |
2,264
+58
| +3% | +$9.81K | 0.02% | 617 |
|
|
2021
Q2 | $384K | Buy |
2,206
+33
| +2% | +$5.74K | 0.02% | 584 |
|
|
2021
Q1 | $344K | Buy |
+2,173
| New | +$344K | 0.02% | 563 |
|