Mount Yale Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $2.73M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.91M | Buy |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $575K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $20K | Buy |
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