NWAM LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
1,443
+1
| +0.1% | +$166 | 0.02% | 478 |
|
|
2025
Q1 | $247K | Sell |
1,442
-143
| -9% | -$24.5K | 0.02% | 445 |
|
|
2024
Q4 | $268K | Sell |
1,585
-128
| -7% | -$21.7K | 0.02% | 502 |
|
|
2024
Q3 | $329K | Buy |
+1,713
| New | +$329K | 0.02% | 474 |
|
|
2024
Q2 | – | Sell |
-1,568
| Closed | -$305K | – | 312 |
|
|
2024
Q1 | $305K | Sell |
1,568
-48
| -3% | -$9.35K | 0.02% | 427 |
|
|
2023
Q4 | $301K | Buy |
+1,616
| New | +$301K | 0.02% | 436 |
|
|
2023
Q3 | – | Sell |
-1,707
| Closed | -$426K | – | 519 |
|
|
2023
Q2 | $426K | Buy |
+1,707
| New | +$426K | 0.04% | 357 |
|
|
2023
Q1 | – | Sell |
-1,712
| Closed | -$396K | – | 515 |
|
|
2022
Q4 | $396K | Buy |
1,712
+263
| +18% | +$60.9K | 0.04% | 354 |
|
|
2022
Q3 | $320K | Sell |
1,449
-557
| -28% | -$123K | 0.03% | 373 |
|
|
2022
Q2 | $433K | Buy |
2,006
+545
| +37% | +$118K | 0.04% | 331 |
|
|
2022
Q1 | $317K | Buy |
1,461
+47
| +3% | +$10.2K | 0.02% | 410 |
|
|
2021
Q4 | $274K | Sell |
1,414
-28
| -2% | -$5.43K | 0.02% | 430 |
|
|
2021
Q3 | $244K | Hold |
1,442
| – | – | 0.02% | 434 |
|
|
2021
Q2 | $251K | Hold |
1,442
| – | – | 0.02% | 405 |
|
|
2021
Q1 | $228K | Hold |
1,442
| – | – | 0.02% | 431 |
|
|
2020
Q4 | $220K | Buy |
+1,442
| New | +$220K | 0.03% | 404 |
|
|
2020
Q2 | – | Sell |
-1,512
| Closed | -$200 | – | 427 |
|
|
2020
Q1 | $200 | Sell |
1,512
-200
| -12% | -$26 | 0.01% | 360 |
|
|
2019
Q4 | $252K | Buy |
1,712
+1
| +0.1% | +$147 | 0.04% | 334 |
|
|
2019
Q3 | $265K | Buy |
1,711
+10
| +0.6% | +$1.55K | 0.05% | 305 |
|
|
2019
Q2 | $228K | Buy |
+1,701
| New | +$228K | 0.05% | 316 |
|
|
2017
Q4 | – | Sell |
-2,766
| Closed | -$302K | – | 333 |
|
|
2017
Q3 | $302K | Buy |
2,766
+35
| +1% | +$3.82K | 0.08% | 234 |
|
|
2017
Q2 | $293K | Buy |
+2,731
| New | +$293K | 0.05% | 228 |
|