LGT Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08K | Buy |
31
+1
| +3% | +$164 | 0.01% | 295 |
|
|
2025
Q1 | $5.19K | Sell |
30
-174
| -85% | -$30.1K | 0.02% | 222 |
|
|
2024
Q4 | $34.6K | Hold |
204
| – | – | 0.08% | 205 |
|
|
2024
Q3 | $39.1K | Sell |
204
-198
| -49% | -$38K | 0.1% | 164 |
|
|
2024
Q2 | $73.8K | Sell |
402
-601
| -60% | -$110K | 0.16% | 112 |
|
|
2024
Q1 | $195K | Buy |
1,003
+330
| +49% | +$64.2K | 0.23% | 100 |
|
|
2023
Q4 | $126K | Buy |
673
+13
| +2% | +$2.43K | 0.15% | 147 |
|
|
2023
Q3 | $132K | Sell |
660
-295
| -31% | -$59.1K | 0.17% | 131 |
|
|
2023
Q2 | $239K | Sell |
955
-193
| -17% | -$48.2K | 0.25% | 99 |
|
|
2023
Q1 | $292K | Hold |
1,148
| – | – | 0.54% | 56 |
|
|
2022
Q4 | $266K | Buy |
+1,148
| New | +$266K | 0.31% | 72 |
|