Moneta Group Investment 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 | $267K | Buy |
1,607
+366
| +29% | +$60.7K | ﹤0.01% | 593 |
|
|
2025
Q1 | $212K | Buy |
+1,241
| New | +$212K | ﹤0.01% | 617 |
|
|
2024
Q4 | – | Sell |
-1,172
| Closed | -$225K | – | 682 |
|
|
2024
Q3 | $225K | Buy |
+1,172
| New | +$225K | ﹤0.01% | 595 |
|
|
2024
Q2 | – | Sell |
-1,178
| Closed | -$229K | – | 616 |
|
|
2024
Q1 | $229K | Buy |
1,178
+10
| +0.9% | +$1.94K | ﹤0.01% | 547 |
|
|
2023
Q4 | $218K | Buy |
1,168
+14
| +1% | +$2.61K | ﹤0.01% | 516 |
|
|
2023
Q3 | $231K | Sell |
1,154
-42
| -4% | -$8.41K | 0.01% | 458 |
|
|
2023
Q2 | $299K | Buy |
+1,196
| New | +$299K | 0.01% | 428 |
|
|
2022
Q3 | – | Sell |
-1,840
| Closed | -$396K | – | 447 |
|
|
2022
Q2 | $396K | Buy |
+1,840
| New | +$396K | 0.01% | 336 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$25K | – | 497 |
|
|
2018
Q1 | $25K | Hold |
250
| – | – | ﹤0.01% | 369 |
|
|
2017
Q4 | $28K | Buy |
+250
| New | +$28K | ﹤0.01% | 294 |
|
|
2017
Q3 | – | Sell |
-4,000
| Closed | -$429K | – | 204 |
|
|
2017
Q2 | $429K | Hold |
4,000
| – | – | 0.07% | 137 |
|
|
2017
Q1 | $437K | Sell |
4,000
-250
| -6% | -$27.3K | 0.09% | 95 |
|
|
2016
Q4 | $440K | Buy |
+4,250
| New | +$440K | 0.09% | 100 |
|
|
2015
Q4 | – | Sell |
-215
| Closed | -$20K | – | 264 |
|
|
2015
Q3 | $20K | Buy |
+215
| New | +$20K | 0.01% | 327 |
|