Optivise Advisory Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
1,336
+65
| +5% | +$10.8K | 0.11% | 185 |
|
|
2025
Q1 | $217K | Sell |
1,271
-259
| -17% | -$44.3K | 0.12% | 176 |
|
|
2024
Q4 | $259K | Buy |
1,530
+366
| +31% | +$62K | 0.14% | 142 |
|
|
2024
Q3 | $223K | Sell |
1,164
-47
| -4% | -$9.01K | 0.12% | 155 |
|
|
2024
Q2 | $223K | Buy |
+1,211
| New | +$223K | 0.12% | 165 |
|