Principle Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
1,869
| – | – | 0.02% | 297 |
|
|
2025
Q1 | $320K | Hold |
1,869
| – | – | 0.02% | 280 |
|
|
2024
Q4 | $317K | Hold |
1,869
| – | – | 0.02% | 277 |
|
|
2024
Q3 | $358K | Hold |
1,869
| – | – | 0.03% | 263 |
|
|
2024
Q2 | $344K | Hold |
1,869
| – | – | 0.03% | 261 |
|
|
2024
Q1 | $364K | Hold |
1,869
| – | – | 0.03% | 256 |
|
|
2023
Q4 | $348K | Hold |
1,869
| – | – | 0.03% | 253 |
|
|
2023
Q3 | $374K | Hold |
1,869
| – | – | 0.04% | 233 |
|
|
2023
Q2 | $467K | Hold |
1,869
| – | – | 0.05% | 202 |
|
|
2023
Q1 | $475K | Hold |
1,869
| – | – | 0.05% | 200 |
|
|
2022
Q4 | $433K | Hold |
1,869
| – | – | 0.05% | 206 |
|
|
2022
Q3 | $412 | Hold |
1,869
| – | – | 0.04% | 200 |
|
|
2022
Q2 | $402K | Sell |
1,869
-109
| -6% | -$23.4K | 0.05% | 212 |
|
|
2022
Q1 | $428K | Buy |
1,978
+1
| +0.1% | +$216 | 0.05% | 215 |
|
|
2021
Q4 | $383K | Hold |
1,977
| – | – | 0.04% | 236 |
|
|
2021
Q3 | $335K | Buy |
1,977
+1
| +0.1% | +$169 | 0.04% | 237 |
|
|
2021
Q2 | $344K | Hold |
1,976
| – | – | 0.04% | 233 |
|
|
2021
Q1 | $312K | Buy |
1,976
+1
| +0.1% | +$158 | 0.04% | 231 |
|
|
2020
Q4 | $301K | Buy |
+1,975
| New | +$301K | 0.04% | 225 |
|
|
2020
Q3 | – | Sell |
-459
| Closed | -$59K | – | 272 |
|
|
2020
Q2 | $59K | Buy |
+459
| New | +$59K | 0.02% | 261 |
|