MN 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 | $230K | Sell |
1,384
-84
| -6% | -$13.9K | 0.13% | 103 |
|
2025
Q1 | $251K | Sell |
1,468
-461
| -24% | -$78.9K | 0.15% | 94 |
|
2024
Q4 | $327K | Buy |
1,929
+6
| +0.3% | +$1.02K | 0.18% | 76 |
|
2024
Q3 | $369K | Buy |
1,923
+11
| +0.6% | +$2.11K | 0.21% | 70 |
|
2024
Q2 | $352K | Buy |
1,912
+122
| +7% | +$22.4K | 0.2% | 74 |
|
2024
Q1 | $348K | Buy |
1,790
+86
| +5% | +$16.7K | 0.22% | 72 |
|
2023
Q4 | $318K | Buy |
+1,704
| New | +$318K | 0.22% | 67 |
|