Marshall Financial Group (Maryland)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,829
| Closed | -$1.17M | – | 260 |
|
|
2025
Q1 | $1.17M | Buy |
6,829
+1,652
| +32% | +$283K | 0.26% | 92 |
|
|
2024
Q4 | $877K | Buy |
5,177
+261
| +5% | +$44.2K | 0.21% | 123 |
|
|
2024
Q3 | $943K | Buy |
4,916
+83
| +2% | +$15.9K | 0.23% | 124 |
|
|
2024
Q2 | $889K | Buy |
4,833
+356
| +8% | +$65.4K | 0.25% | 106 |
|
|
2024
Q1 | $871K | Buy |
4,477
+346
| +8% | +$67.3K | 0.25% | 111 |
|
|
2023
Q4 | $770K | Buy |
4,131
+171
| +4% | +$31.9K | 0.25% | 109 |
|
|
2023
Q3 | $792K | Buy |
3,960
+53
| +1% | +$10.6K | 0.29% | 89 |
|
|
2023
Q2 | $976K | Buy |
3,907
+94
| +2% | +$23.5K | 0.33% | 74 |
|
|
2023
Q1 | $970K | Sell |
3,813
-1,163
| -23% | -$296K | 0.35% | 70 |
|
|
2022
Q4 | $1.15M | Buy |
4,976
+360
| +8% | +$83.4K | 0.45% | 69 |
|
|
2022
Q3 | $1.02M | Sell |
4,616
-19
| -0.4% | -$4.19K | 0.43% | 63 |
|
|
2022
Q2 | $997K | Sell |
4,635
-1,013
| -18% | -$218K | 0.4% | 69 |
|
|
2022
Q1 | $1.22M | Buy |
5,648
+6
| +0.1% | +$1.3K | 0.5% | 68 |
|
|
2021
Q4 | $1.09M | Buy |
5,642
+841
| +18% | +$163K | 0.4% | 87 |
|
|
2021
Q3 | $813K | Buy |
4,801
+408
| +9% | +$69.1K | 0.42% | 77 |
|
|
2021
Q2 | $765K | Buy |
+4,393
| New | +$765K | 0.41% | 77 |
|