Mutual 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
$431K Sell
2,302
-781
-25% -$146K 0.01% 850
2025
Q1
$503K Buy
3,083
+253
+9% +$41.3K 0.01% 707
2024
Q4
$436K Sell
2,830
-26
-0.9% -$4.01K 0.01% 750
2024
Q3
$520K Buy
2,856
+192
+7% +$35K 0.02% 684
2024
Q2
$513K Sell
2,664
-6,972
-72% -$1.34M 0.02% 684
2024
Q1
$1.87M Buy
9,636
+806
+9% +$157K 0.06% 292
2023
Q4
$1.65M Buy
8,830
+6,743
+323% +$1.26M 0.06% 319
2023
Q3
$418K Sell
2,087
-175
-8% -$35K 0.02% 671
2023
Q2
$565K Sell
2,262
-31
-1% -$7.74K 0.02% 600
2023
Q1
$583K Buy
2,293
+59
+3% +$15K 0.02% 575
2022
Q4
$517K Buy
2,234
+114
+5% +$26.4K 0.02% 579
2022
Q3
$467K Buy
2,120
+151
+8% +$33.3K 0.02% 576
2022
Q2
$424K Buy
1,969
+14
+0.7% +$3.02K 0.03% 585
2022
Q1
$423K Buy
1,955
+33
+2% +$7.14K 0.02% 621
2021
Q4
$372K Hold
1,922
0.02% 667
2021
Q3
$325K Sell
1,922
-107
-5% -$18.1K 0.02% 690
2021
Q2
$353K Buy
2,029
+42
+2% +$7.31K 0.02% 638
2021
Q1
$314K Sell
1,987
-81
-4% -$12.8K 0.02% 620
2020
Q4
$315K Sell
2,068
-4
-0.2% -$609 0.02% 591
2020
Q3
$297K Buy
2,072
+121
+6% +$17.3K 0.03% 544
2020
Q2
$253K Buy
1,951
+253
+15% +$32.8K 0.02% 541
2020
Q1
$225K Sell
1,698
-8
-0.5% -$1.06K 0.03% 468
2019
Q4
$251K Buy
+1,706
New +$251K 0.03% 507