Kingsview Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $871K | Sell |
5,250
-4,355
| -45% | -$723K | 0.01% | 625 |
|
2025
Q1 | $1.64M | Sell |
9,605
-50,802
| -84% | -$8.69M | 0.03% | 432 |
|
2024
Q4 | $10.2M | Buy |
60,407
+52,256
| +641% | +$8.85M | 0.2% | 98 |
|
2024
Q3 | $1.56M | Buy |
8,151
+80
| +1% | +$15.3K | 0.03% | 428 |
|
2024
Q2 | $1.48M | Buy |
8,071
+171
| +2% | +$31.4K | 0.04% | 412 |
|
2024
Q1 | $1.54M | Sell |
7,900
-611
| -7% | -$119K | 0.04% | 399 |
|
2023
Q4 | $1.59M | Sell |
8,511
-85
| -1% | -$15.8K | 0.05% | 336 |
|
2023
Q3 | $1.72M | Buy |
8,596
+1,135
| +15% | +$227K | 0.06% | 310 |
|
2023
Q2 | $1.86M | Sell |
7,461
-86
| -1% | -$21.5K | 0.07% | 257 |
|
2023
Q1 | $1.92M | Buy |
7,547
+138
| +2% | +$35.1K | 0.08% | 249 |
|
2022
Q4 | $1.72M | Buy |
7,409
+135
| +2% | +$31.3K | 0.07% | 252 |
|
2022
Q3 | $1.6M | Sell |
7,274
-97
| -1% | -$21.4K | 0.08% | 253 |
|
2022
Q2 | $1.59M | Sell |
7,371
-40
| -0.5% | -$8.61K | 0.08% | 255 |
|
2022
Q1 | $1.61M | Sell |
7,411
-4,530
| -38% | -$981K | 0.07% | 280 |
|
2021
Q4 | $2.31M | Buy |
11,941
+1,714
| +17% | +$332K | 0.1% | 221 |
|
2021
Q3 | $1.73M | Buy |
10,227
+2,268
| +28% | +$384K | 0.08% | 253 |
|
2021
Q2 | $1.38M | Buy |
7,959
+1,204
| +18% | +$209K | 0.07% | 298 |
|
2021
Q1 | $1.07M | Buy |
6,755
+5,211
| +338% | +$827K | 0.06% | 317 |
|
2020
Q4 | $235K | Sell |
1,544
-6
| -0.4% | -$913 | 0.02% | 607 |
|
2020
Q3 | $222K | Hold |
1,550
| – | – | 0.02% | 550 |
|
2020
Q2 | $201K | Buy |
+1,550
| New | +$201K | 0.02% | 542 |
|