LA
Legacy Advisors’s Hershey HSY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,402
| Closed | -$237K | – | 446 |
|
2024
Q4 | $237K | Sell |
1,402
-573
| -29% | -$97K | 0.02% | 351 |
|
2024
Q3 | $379K | Buy |
1,975
+250
| +14% | +$47.9K | 0.04% | 267 |
|
2024
Q2 | $317K | Buy |
1,725
+11
| +0.6% | +$2.02K | 0.04% | 244 |
|
2024
Q1 | $333K | Buy |
+1,714
| New | +$333K | 0.04% | 242 |
|
2019
Q3 | – | Sell |
-100
| Closed | -$13K | – | 204 |
|
2019
Q2 | $13K | Hold |
100
| – | – | 0.01% | 289 |
|
2019
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 325 |
|
2018
Q4 | – | Sell |
-100
| Closed | -$10K | – | 233 |
|
2018
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 351 |
|
2018
Q2 | $9K | Hold |
100
| – | – | 0.01% | 313 |
|
2018
Q1 | $10K | Hold |
100
| – | – | 0.01% | 267 |
|
2017
Q4 | $11K | Hold |
100
| – | – | 0.01% | 248 |
|
2017
Q3 | $10K | Hold |
100
| – | – | 0.01% | 218 |
|
2017
Q2 | $10K | Hold |
100
| – | – | 0.01% | 165 |
|
2017
Q1 | $10K | Hold |
100
| – | – | 0.01% | 159 |
|
2016
Q4 | $10K | Buy |
+100
| New | +$10K | 0.01% | 176 |
|