Meridian Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,730
| Closed | -$293K | – | 635 |
|
2024
Q4 | $293K | Sell |
1,730
-12
| -0.7% | -$2.03K | 0.01% | 520 |
|
2024
Q3 | $334K | Buy |
+1,742
| New | +$334K | 0.02% | 493 |
|
2024
Q2 | – | Sell |
-1,900
| Closed | -$370K | – | 388 |
|
2024
Q1 | $370K | Sell |
1,900
-1,399
| -42% | -$272K | 0.06% | 163 |
|
2023
Q4 | $615K | Sell |
3,299
-4,809
| -59% | -$897K | 0.04% | 339 |
|
2023
Q3 | $1.62M | Buy |
8,108
+5,273
| +186% | +$1.06M | 0.1% | 175 |
|
2023
Q2 | $708K | Sell |
2,835
-450
| -14% | -$112K | 0.06% | 258 |
|
2023
Q1 | $836K | Buy |
3,285
+251
| +8% | +$63.9K | 0.07% | 232 |
|
2022
Q4 | $703K | Buy |
3,034
+1,525
| +101% | +$353K | 0.07% | 248 |
|
2022
Q3 | $333K | Buy |
1,509
+77
| +5% | +$17K | 0.04% | 347 |
|
2022
Q2 | $308K | Buy |
+1,432
| New | +$308K | 0.03% | 433 |
|
2019
Q3 | – | Sell |
-200
| Closed | -$268 | – | 305 |
|
2019
Q2 | $268 | Buy |
+200
| New | +$268 | 0.01% | 483 |
|