Lifeworks 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 | $658K | Buy |
3,963
+100
| +3% | +$16.6K | 0.1% | 164 |
|
|
2025
Q1 | $661K | Buy |
3,863
+1,051
| +37% | +$180K | 0.11% | 159 |
|
|
2024
Q4 | $476K | Buy |
2,812
+1,222
| +77% | +$207K | 0.09% | 172 |
|
|
2024
Q3 | $305K | Sell |
1,590
-474
| -23% | -$90.9K | 0.06% | 224 |
|
|
2024
Q2 | $379K | Buy |
2,064
+691
| +50% | +$127K | 0.11% | 153 |
|
|
2024
Q1 | $267K | Sell |
1,373
-269
| -16% | -$52.3K | 0.07% | 194 |
|
|
2023
Q4 | $306K | Sell |
1,642
-624
| -28% | -$116K | 0.11% | 159 |
|
|
2023
Q3 | $453K | Buy |
2,266
+628
| +38% | +$126K | 0.18% | 126 |
|
|
2023
Q2 | $409K | Buy |
1,638
+569
| +53% | +$142K | 0.17% | 116 |
|
|
2023
Q1 | $272K | Buy |
+1,069
| New | +$272K | 0.13% | 124 |
|