NewEdge Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,943
-106
| -2% | -$19.9K | 0.02% | 503 |
|
|
2025
Q1 | $1.03M | Sell |
6,049
-606
| -9% | -$104K | 0.02% | 477 |
|
|
2024
Q4 | $1.13M | Sell |
6,655
-1,794
| -21% | -$304K | 0.02% | 456 |
|
|
2024
Q3 | $1.62M | Buy |
8,449
+7,260
| +611% | +$1.39M | 0.03% | 380 |
|
|
2024
Q2 | $219K | Sell |
1,189
-133
| -10% | -$24.5K | ﹤0.01% | 713 |
|
|
2024
Q1 | $259K | Buy |
+1,322
| New | +$259K | 0.01% | 694 |
|
|
2023
Q4 | – | Sell |
-1,033
| Closed | -$207K | – | 747 |
|
|
2023
Q3 | $207K | Hold |
1,033
| – | – | 0.01% | 615 |
|
|
2023
Q2 | $258K | Buy |
1,033
+18
| +2% | +$4.5K | 0.01% | 564 |
|
|
2023
Q1 | $258K | Buy |
1,015
+54
| +6% | +$13.7K | 0.01% | 532 |
|
|
2022
Q4 | $223K | Buy |
+961
| New | +$223K | 0.01% | 501 |
|