Lido 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 | $1.3M | Buy |
7,836
+1,779
| +29% | +$295K | 0.01% | 668 |
|
|
2025
Q1 | $1.04M | Sell |
6,057
-608
| -9% | -$104K | ﹤0.01% | 715 |
|
|
2024
Q4 | $1.13M | Buy |
6,665
+4,661
| +233% | +$789K | 0.01% | 664 |
|
|
2024
Q3 | $384K | Sell |
2,004
-1,092
| -35% | -$209K | ﹤0.01% | 942 |
|
|
2024
Q2 | $569K | Buy |
3,096
+542
| +21% | +$99.7K | ﹤0.01% | 799 |
|
|
2024
Q1 | $497K | Buy |
2,554
+9
| +0.4% | +$1.75K | ﹤0.01% | 827 |
|
|
2023
Q4 | $475K | Buy |
2,545
+88
| +4% | +$16.4K | ﹤0.01% | 792 |
|
|
2023
Q3 | $492K | Buy |
2,457
+107
| +5% | +$21.4K | ﹤0.01% | 678 |
|
|
2023
Q2 | $587K | Buy |
2,350
+467
| +25% | +$117K | ﹤0.01% | 616 |
|
|
2023
Q1 | $479K | Buy |
1,883
+26
| +1% | +$6.61K | ﹤0.01% | 623 |
|
|
2022
Q4 | $430K | Buy |
1,857
+166
| +10% | +$38.5K | 0.01% | 582 |
|
|
2022
Q3 | $373K | Buy |
1,691
+11
| +0.7% | +$2.43K | ﹤0.01% | 574 |
|
|
2022
Q2 | $361K | Buy |
1,680
+123
| +8% | +$26.4K | ﹤0.01% | 566 |
|
|
2022
Q1 | $337K | Buy |
1,557
+22
| +1% | +$4.76K | ﹤0.01% | 679 |
|
|
2021
Q4 | $296K | Buy |
+1,535
| New | +$296K | ﹤0.01% | 714 |
|
|
2020
Q3 | – | Sell |
-3,079
| Closed | -$399K | – | 584 |
|
|
2020
Q2 | $399K | Hold |
3,079
| – | – | 0.01% | 339 |
|
|
2020
Q1 | $408K | Sell |
3,079
-227
| -7% | -$30.1K | 0.02% | 325 |
|
|
2019
Q4 | $486K | Buy |
3,306
+277
| +9% | +$40.7K | 0.02% | 350 |
|
|
2019
Q3 | $469K | Buy |
+3,029
| New | +$469K | 0.02% | 304 |
|