Perigon Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
1,946
-5,347
| -73% | -$887K | 0.01% | 817 |
|
|
2025
Q1 | $1.25M | Buy |
7,293
+5,661
| +347% | +$968K | 0.03% | 404 |
|
|
2024
Q4 | $251K | Sell |
1,632
-170
| -9% | -$26.2K | 0.01% | 878 |
|
|
2024
Q3 | $346K | Sell |
1,802
-32
| -2% | -$6.14K | 0.01% | 728 |
|
|
2024
Q2 | $337K | Buy |
1,834
+137
| +8% | +$25.2K | 0.01% | 649 |
|
|
2024
Q1 | $330K | Buy |
1,697
+354
| +26% | +$68.8K | 0.01% | 658 |
|
|
2023
Q4 | $250K | Sell |
1,343
-112
| -8% | -$20.9K | 0.01% | 720 |
|
|
2023
Q3 | $291K | Sell |
1,455
-305
| -17% | -$61K | 0.01% | 596 |
|
|
2023
Q2 | $439K | Buy |
1,760
+223
| +15% | +$55.7K | 0.02% | 492 |
|
|
2023
Q1 | $391K | Buy |
1,537
+2
| +0.1% | +$509 | 0.02% | 452 |
|
|
2022
Q4 | $355K | Buy |
1,535
+358
| +30% | +$82.9K | 0.02% | 480 |
|
|
2022
Q3 | $259K | Buy |
1,177
+30
| +3% | +$6.6K | 0.02% | 464 |
|
|
2022
Q2 | $247K | Buy |
1,147
+125
| +12% | +$26.9K | 0.02% | 479 |
|
|
2022
Q1 | $221K | Buy |
+1,022
| New | +$221K | 0.02% | 558 |
|
|
2021
Q1 | – | Sell |
-815
| Closed | -$124K | – | 726 |
|
|
2020
Q4 | $124K | Buy |
+815
| New | +$124K | 0.01% | 494 |
|
|
2020
Q3 | – | Sell |
-2,713
| Closed | -$352K | – | 378 |
|
|
2020
Q2 | $352K | Buy |
2,713
+1,000
| +58% | +$130K | 0.06% | 242 |
|
|
2020
Q1 | $247K | Buy |
+1,713
| New | +$247K | 0.05% | 271 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$313K | – | 228 |
|
|
2018
Q4 | $313K | Buy |
+3,000
| New | +$313K | 0.08% | 160 |
|