OWA
Outlook Wealth Advisors’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
2,304
-31
| -1% | -$5.15K | 0.1% | 189 |
|
|
2025
Q1 | $399K | Buy |
2,335
+39
| +2% | +$6.67K | 0.11% | 178 |
|
|
2024
Q4 | $389K | Buy |
2,296
+419
| +22% | +$70.9K | 0.11% | 181 |
|
|
2024
Q3 | $360K | Buy |
1,877
+130
| +7% | +$24.9K | 0.1% | 191 |
|
|
2024
Q2 | $321K | Buy |
1,747
+342
| +24% | +$62.9K | 0.1% | 205 |
|
|
2024
Q1 | $273K | Buy |
1,405
+309
| +28% | +$60.1K | 0.08% | 224 |
|
|
2023
Q4 | $204K | Buy |
+1,096
| New | +$204K | 0.07% | 234 |
|