Key Financial Inc’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Hold |
4,362
| – | – | 0.15% | 125 |
|
|
2025
Q1 | $746K | Hold |
4,362
| – | – | 0.16% | 116 |
|
|
2024
Q4 | $739K | Hold |
4,362
| – | – | 0.17% | 112 |
|
|
2024
Q3 | $837K | Hold |
4,362
| – | – | 0.18% | 101 |
|
|
2024
Q2 | $802K | Buy |
4,362
+4
| +0.1% | +$735 | 0.19% | 95 |
|
|
2024
Q1 | $848K | Hold |
4,358
| – | – | 0.22% | 85 |
|
|
2023
Q4 | $813K | Hold |
4,358
| – | – | 0.22% | 85 |
|
|
2023
Q3 | $872K | Hold |
4,358
| – | – | 0.29% | 70 |
|
|
2023
Q2 | $1.09M | Hold |
4,358
| – | – | 0.36% | 55 |
|
|
2023
Q1 | $1.11M | Hold |
4,358
| – | – | 0.4% | 48 |
|
|
2022
Q4 | $961K | Hold |
4,358
| – | – | 0.45% | 43 |
|
|
2022
Q3 | $961K | Buy |
4,358
+3,750
| +617% | +$827K | 0.45% | 43 |
|
|
2022
Q2 | $134K | Sell |
608
-106
| -15% | -$23.4K | 0.07% | 204 |
|
|
2022
Q1 | $155K | Buy |
714
+106
| +17% | +$23K | 0.08% | 196 |
|
|
2021
Q4 | $118K | Hold |
608
| – | – | 0.06% | 208 |
|
|
2021
Q3 | $103K | Hold |
608
| – | – | 0.06% | 220 |
|
|
2021
Q2 | $109K | Hold |
608
| – | – | 0.06% | 219 |
|
|
2021
Q1 | $96K | Hold |
608
| – | – | 0.06% | 198 |
|
|
2020
Q4 | $93K | Buy |
+608
| New | +$93K | 0.07% | 186 |
|
|
2020
Q2 | – | Sell |
-608
| Closed | -$84K | – | 325 |
|
|
2020
Q1 | $84K | Buy |
+608
| New | +$84K | 0.09% | 175 |
|