Level Four Advisory 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 | $250K | Sell |
1,504
-410
| -21% | -$68K | 0.01% | 692 |
|
2025
Q1 | $327K | Buy |
1,914
+74
| +4% | +$12.7K | 0.01% | 608 |
|
2024
Q4 | $312K | Sell |
1,840
-828
| -31% | -$140K | 0.01% | 613 |
|
2024
Q3 | $474K | Buy |
2,668
+148
| +6% | +$26.3K | 0.02% | 522 |
|
2024
Q2 | $463K | Sell |
2,520
-142
| -5% | -$26.1K | 0.02% | 503 |
|
2024
Q1 | $496K | Hold |
2,662
| – | – | 0.03% | 471 |
|
2023
Q4 | $496K | Buy |
2,662
+24
| +0.9% | +$4.48K | 0.03% | 468 |
|
2023
Q3 | $528K | Sell |
2,638
-528
| -17% | -$106K | 0.03% | 428 |
|
2023
Q2 | $791K | Buy |
3,166
+49
| +2% | +$12.2K | 0.05% | 345 |
|
2023
Q1 | $793K | Buy |
3,117
+589
| +23% | +$150K | 0.05% | 325 |
|
2022
Q4 | $585K | Sell |
2,528
-633
| -20% | -$147K | 0.04% | 363 |
|
2022
Q3 | $697K | Sell |
3,161
-206
| -6% | -$45.4K | 0.07% | 258 |
|
2022
Q2 | $724K | Buy |
3,367
+296
| +10% | +$63.6K | 0.07% | 274 |
|
2022
Q1 | $665K | Buy |
3,071
+69
| +2% | +$14.9K | 0.05% | 322 |
|
2021
Q4 | $581K | Sell |
3,002
-282
| -9% | -$54.6K | 0.04% | 351 |
|
2021
Q3 | $556K | Sell |
3,284
-352
| -10% | -$59.6K | 0.06% | 273 |
|
2021
Q2 | $633K | Buy |
3,636
+462
| +15% | +$80.4K | 0.04% | 345 |
|
2021
Q1 | $502K | Sell |
3,174
-616
| -16% | -$97.4K | 0.04% | 380 |
|
2020
Q4 | $577K | Buy |
3,790
+2
| +0.1% | +$304 | 0.05% | 342 |
|
2020
Q3 | $543K | Sell |
3,788
-500
| -12% | -$71.7K | 0.04% | 335 |
|
2020
Q2 | $555K | Buy |
4,288
+2
| +0% | +$259 | 0.04% | 350 |
|
2020
Q1 | $568K | Sell |
4,286
-344
| -7% | -$45.6K | 0.07% | 298 |
|
2019
Q4 | $679K | Buy |
4,630
+290
| +7% | +$42.5K | 0.03% | 341 |
|
2019
Q3 | $673K | Hold |
4,340
| – | – | 0.07% | 271 |
|
2019
Q2 | $582K | Buy |
4,340
+66
| +2% | +$8.85K | 0.06% | 298 |
|
2019
Q1 | $491K | Sell |
4,274
-74
| -2% | -$8.5K | 0.05% | 320 |
|
2018
Q4 | $466K | Buy |
4,348
+111
| +3% | +$11.9K | 0.06% | 310 |
|
2018
Q3 | $432K | Buy |
4,237
+267
| +7% | +$27.2K | 0.05% | 372 |
|
2018
Q2 | $369K | Buy |
+3,970
| New | +$369K | 0.03% | 432 |
|