LifeGuide 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 | $484K | Buy |
2,914
+482
| +20% | +$80K | 0.18% | 34 |
|
|
2025
Q1 | $416K | Buy |
2,432
+14
| +0.6% | +$2.4K | 0.17% | 31 |
|
|
2024
Q4 | $409K | Buy |
2,418
+19
| +0.8% | +$3.22K | 0.18% | 31 |
|
|
2024
Q3 | $460K | Buy |
2,399
+19
| +0.8% | +$3.64K | 0.2% | 30 |
|
|
2024
Q2 | $437K | Buy |
2,380
+2
| +0.1% | +$368 | 0.21% | 29 |
|
|
2024
Q1 | $462K | Buy |
2,378
+8
| +0.3% | +$1.56K | 0.23% | 28 |
|
|
2023
Q4 | $442K | Buy |
2,370
+19
| +0.8% | +$3.54K | 0.23% | 33 |
|
|
2023
Q3 | $470K | Buy |
2,351
+31
| +1% | +$6.2K | 0.27% | 28 |
|
|
2023
Q2 | $579K | Buy |
2,320
+1
| +0% | +$250 | 0.39% | 23 |
|
|
2023
Q1 | $590K | Buy |
2,319
+10
| +0.4% | +$2.54K | 0.47% | 18 |
|
|
2022
Q4 | $535K | Buy |
2,309
+6
| +0.3% | +$1.39K | 0.46% | 18 |
|
|
2022
Q3 | $508K | Buy |
2,303
+5
| +0.2% | +$1.1K | 0.5% | 16 |
|
|
2022
Q2 | $495K | Buy |
2,298
+10
| +0.4% | +$2.15K | 0.45% | 16 |
|
|
2022
Q1 | $496K | Hold |
2,288
| – | – | 0.38% | 18 |
|
|
2021
Q4 | $443K | Buy |
+2,288
| New | +$443K | 0.33% | 18 |
|