McClarren 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 | $416K | Buy |
2,504
+91
| +4% | +$15.1K | 0.27% | 49 |
|
2025
Q1 | $401K | Buy |
+2,413
| New | +$401K | 0.27% | 51 |
|
2024
Q4 | – | Sell |
-191
| Closed | -$19 | – | 250 |
|
2024
Q3 | $19 | Buy |
191
+8
| +4% | +$1 | ﹤0.01% | 166 |
|
2024
Q2 | $412K | Sell |
183
-2,060
| -92% | -$4.64M | 0.29% | 49 |
|
2024
Q1 | $437K | Buy |
2,243
+1
| +0% | +$195 | 0.31% | 49 |
|
2023
Q4 | $418K | Buy |
2,242
+15
| +0.7% | +$2.8K | 0.32% | 47 |
|
2023
Q3 | $445K | Hold |
2,227
| – | – | 0.39% | 41 |
|
2023
Q2 | $556K | Buy |
2,227
+8
| +0.4% | +$2K | 0.46% | 38 |
|
2023
Q1 | $564K | Buy |
2,219
+10
| +0.5% | +$2.54K | 0.51% | 35 |
|
2022
Q4 | $511K | Buy |
2,209
+9
| +0.4% | +$2.08K | 0.49% | 37 |
|
2022
Q3 | $485K | Buy |
+2,200
| New | +$485K | 0.48% | 32 |
|