Prestige Wealth Management 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
$12.9K Hold
78
﹤0.01% 394
2025
Q1
$13.3K Hold
78
﹤0.01% 395
2024
Q4
$13.2K Hold
78
﹤0.01% 416
2024
Q3
$15K Hold
78
﹤0.01% 387
2024
Q2
$14.3K Sell
78
-43
-36% -$7.91K ﹤0.01% 355
2024
Q1
$23.5K Sell
121
-70
-37% -$13.6K 0.01% 329
2023
Q4
$35.6K Hold
191
0.01% 273
2023
Q3
$38.2K Sell
191
-1
-0.5% -$200 0.01% 262
2023
Q2
$47.9K Sell
192
-853
-82% -$213K 0.01% 261
2023
Q1
$266K Buy
1,045
+851
+439% +$217K 0.07% 133
2022
Q4
$44.9K Sell
194
-765
-80% -$177K 0.01% 263
2022
Q3
$212K Buy
959
+172
+22% +$38K 0.06% 132
2022
Q2
$170K Buy
787
+16
+2% +$3.46K 0.05% 143
2022
Q1
$167K Buy
771
+569
+282% +$123K 0.04% 151
2021
Q4
$39K Sell
202
-11
-5% -$2.12K 0.01% 287
2021
Q3
$36K Hold
213
0.01% 290
2021
Q2
$37K Sell
213
-16
-7% -$2.78K 0.01% 274
2021
Q1
$37K Buy
229
+63
+38% +$10.2K 0.01% 280
2020
Q4
$25K Sell
166
-385
-70% -$58K 0.01% 320
2020
Q3
$79K Buy
551
+175
+47% +$25.1K 0.02% 196
2020
Q2
$49K Sell
376
-134
-26% -$17.5K 0.02% 229
2020
Q1
$68K Buy
510
+496
+3,543% +$66.1K 0.03% 150
2019
Q4
$2K Sell
14
-24
-63% -$3.43K ﹤0.01% 501
2019
Q3
$6K Buy
+38
New +$6K ﹤0.01% 387
2019
Q1
Sell
-186
Closed -$20K 786
2018
Q4
$20K Buy
+186
New +$20K 0.01% 304