Portside Wealth Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
1,467
-3,689
| -72% | -$612K | 0.04% | 400 |
|
|
2025
Q1 | $882K | Buy |
5,156
+894
| +21% | +$153K | 0.14% | 158 |
|
|
2024
Q4 | $722K | Buy |
4,262
+466
| +12% | +$78.9K | 0.12% | 182 |
|
|
2024
Q3 | $728K | Sell |
3,796
-58
| -2% | -$11.1K | 0.12% | 175 |
|
|
2024
Q2 | $708K | Sell |
3,854
-62
| -2% | -$11.4K | 0.14% | 159 |
|
|
2024
Q1 | $762K | Buy |
+3,916
| New | +$762K | 0.14% | 159 |
|