Monterey Private Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $296K | Hold |
1,732
| – | – | 0.09% | 95 |
|
|
2024
Q4 | $293K | Sell |
1,732
-40
| -2% | -$6.77K | 0.1% | 98 |
|
|
2024
Q3 | $340K | Sell |
1,772
-3
| -0.2% | -$575 | 0.12% | 86 |
|
|
2024
Q2 | $326K | Buy |
1,775
+3
| +0.2% | +$551 | 0.12% | 83 |
|
|
2024
Q1 | $345K | Hold |
1,772
| – | – | 0.14% | 71 |
|
|
2023
Q4 | $330K | Buy |
1,772
+14
| +0.8% | +$2.61K | 0.15% | 68 |
|
|
2023
Q3 | $352K | Sell |
1,758
-34
| -2% | -$6.8K | 0.18% | 61 |
|
|
2023
Q2 | $447K | Sell |
1,792
-3
| -0.2% | -$749 | 0.22% | 56 |
|
|
2023
Q1 | $457K | Buy |
1,795
+41
| +2% | +$10.4K | 0.23% | 57 |
|
|
2022
Q4 | $406K | Buy |
+1,754
| New | +$406K | 0.22% | 58 |
|