Mount Yale 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 | $35.7K | Buy |
+215
| New | +$35.7K | ﹤0.01% | 906 |
|
|
2025
Q1 | – | Sell |
-5,920
| Closed | -$1M | – | 546 |
|
|
2024
Q4 | $1M | Sell |
5,920
-8,327
| -58% | -$1.41M | 0.08% | 198 |
|
|
2024
Q3 | $2.73M | Sell |
14,247
-326
| -2% | -$62.5K | 0.26% | 86 |
|
|
2024
Q2 | $2.68M | Sell |
14,573
-401
| -3% | -$73.7K | 0.21% | 97 |
|
|
2024
Q1 | $2.91M | Buy |
14,974
+13,567
| +964% | +$2.64M | 0.22% | 98 |
|
|
2023
Q4 | $262K | Sell |
1,407
-618
| -31% | -$115K | 0.02% | 444 |
|
|
2023
Q3 | $405K | Sell |
2,025
-60
| -3% | -$12K | 0.04% | 337 |
|
|
2023
Q2 | $521K | Sell |
2,085
-223
| -10% | -$55.7K | 0.06% | 299 |
|
|
2023
Q1 | $587K | Sell |
2,308
-83
| -3% | -$21.1K | 0.07% | 273 |
|
|
2022
Q4 | $554K | Buy |
2,391
+48
| +2% | +$11.1K | 0.06% | 263 |
|
|
2022
Q3 | $517K | Sell |
2,343
-328
| -12% | -$72.4K | 0.07% | 265 |
|
|
2022
Q2 | $575K | Buy |
+2,671
| New | +$575K | 0.07% | 262 |
|
|
2019
Q3 | – | Sell |
-1,408
| Closed | -$215K | – | 311 |
|
|
2019
Q2 | $215K | Buy |
+1,408
| New | +$215K | 0.04% | 286 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$22K | – | 512 |
|
|
2018
Q3 | $22K | Hold |
200
| – | – | ﹤0.01% | 759 |
|
|
2018
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 799 |
|
|
2018
Q1 | $20K | Buy |
+200
| New | +$20K | ﹤0.01% | 764 |
|