Oxler Private 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 | $849K | Buy |
5,118
+40
| +0.8% | +$6.64K | 0.27% | 46 |
|
|
2025
Q1 | $868K | Buy |
5,078
+41
| +0.8% | +$7.01K | 0.31% | 46 |
|
|
2024
Q4 | $853K | Sell |
5,037
-293
| -5% | -$49.6K | 0.28% | 46 |
|
|
2024
Q3 | $1.02M | Buy |
5,330
+36
| +0.7% | +$6.91K | 0.36% | 44 |
|
|
2024
Q2 | $973K | Buy |
5,294
+39
| +0.7% | +$7.17K | 0.36% | 44 |
|
|
2024
Q1 | $1.02M | Buy |
+5,255
| New | +$1.02M | 0.4% | 45 |
|
|
2023
Q4 | – | Sell |
-5,185
| Closed | -$1.04M | – | 81 |
|
|
2023
Q3 | $1.04M | Buy |
5,185
+29
| +0.6% | +$5.8K | 0.52% | 42 |
|
|
2023
Q2 | $1.29M | Buy |
5,156
+21
| +0.4% | +$5.24K | 0.61% | 42 |
|
|
2023
Q1 | $1.31M | Buy |
5,135
+22
| +0.4% | +$5.6K | 0.65% | 44 |
|
|
2022
Q4 | $1.18M | Buy |
5,113
+22
| +0.4% | +$5.1K | 0.64% | 42 |
|
|
2022
Q3 | $1.12M | Buy |
5,091
+24
| +0.5% | +$5.29K | 0.63% | 42 |
|
|
2022
Q2 | $1.09M | Buy |
5,067
+21
| +0.4% | +$4.52K | 0.52% | 48 |
|
|
2022
Q1 | $1.09M | Buy |
5,046
+22
| +0.4% | +$4.77K | 0.49% | 54 |
|
|
2021
Q4 | $972K | Buy |
5,024
+24
| +0.5% | +$4.64K | 0.4% | 64 |
|
|
2021
Q3 | $846K | Hold |
5,000
| – | – | 0.37% | 73 |
|
|
2021
Q2 | $870K | Hold |
5,000
| – | – | 0.38% | 75 |
|
|
2021
Q1 | $790K | Hold |
5,000
| – | – | 0.4% | 68 |
|
|
2020
Q4 | $761K | Buy |
+5,000
| New | +$761K | 0.43% | 51 |
|