Lowe Wealth 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
$155K Buy
937
+1
+0.1% +$166 0.06% 67
2025
Q1
$160K Buy
936
+1
+0.1% +$171 0.07% 58
2024
Q4
$158K Buy
935
+1
+0.1% +$169 0.07% 61
2024
Q3
$179K Hold
934
0.08% 52
2024
Q2
$172K Buy
934
+1
+0.1% +$184 0.08% 48
2024
Q1
$181K Buy
933
+1
+0.1% +$194 0.08% 53
2023
Q4
$174K Hold
932
0.09% 54
2023
Q3
$186K Buy
932
+1
+0.1% +$200 0.1% 55
2023
Q2
$233K Hold
931
0.12% 48
2023
Q1
$237K Buy
931
+1
+0.1% +$254 0.13% 44
2022
Q4
$215K Hold
930
0.12% 46
2022
Q3
$205K Hold
930
0.12% 42
2022
Q2
$200K Buy
930
+1
+0.1% +$215 0.11% 44
2022
Q1
$201K Hold
929
0.09% 49
2021
Q4
$180K Buy
929
+34
+4% +$6.59K 0.08% 48
2021
Q3
$152K Hold
895
0.07% 53
2021
Q2
$156K Buy
895
+1
+0.1% +$174 0.07% 51
2021
Q1
$141K Hold
894
0.07% 48
2020
Q4
$136K Buy
894
+1
+0.1% +$152 0.07% 45
2020
Q3
$128K Hold
893
0.07% 43
2020
Q2
$116K Buy
893
+1
+0.1% +$130 0.07% 42
2020
Q1
$118K Buy
892
+800
+870% +$106K 0.08% 39
2019
Q4
$14K Buy
92
+1
+1% +$152 0.01% 138
2019
Q3
$14K Hold
91
0.01% 133
2019
Q2
$12K Buy
91
+1
+1% +$132 0.01% 150
2019
Q1
$10K Hold
90
0.01% 145
2018
Q4
$10K Buy
90
+1
+1% +$111 0.01% 140
2018
Q3
$9K Hold
89
0.01% 153
2018
Q2
$8K Buy
89
+1
+1% +$90 0.01% 154
2018
Q1
$9K Hold
88
0.01% 159
2017
Q4
$10K Buy
88
+1
+1% +$114 0.01% 156
2017
Q3
$10K Hold
87
0.01% 155
2017
Q2
$9K Buy
87
+1
+1% +$103 0.01% 136
2017
Q1
$9K Hold
86
0.01% 138
2016
Q4
$9K Buy
86
+1
+1% +$105 0.01% 142
2016
Q3
$8K Hold
85
0.01% 146
2016
Q2
$10K Buy
85
+1
+1% +$118 0.01% 134
2016
Q1
$8K Buy
84
+2
+2% +$190 0.01% 137
2015
Q4
$7K Buy
82
+2
+3% +$171 ﹤0.01% 146
2015
Q3
$7K Hold
80
0.01% 143
2015
Q2
$7K Buy
80
+1
+1% +$88 ﹤0.01% 146
2015
Q1
$8K Hold
79
0.01% 137
2014
Q4
$8K Buy
+79
New +$8K 0.01% 132