River Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Hold |
4,216
| – | – | 0.09% | 133 |
|
|
2025
Q1 | $721K | Buy |
4,216
+102
| +2% | +$17.4K | 0.1% | 125 |
|
|
2024
Q4 | $697K | Sell |
4,114
-297
| -7% | -$50.3K | 0.09% | 132 |
|
|
2024
Q3 | $846K | Sell |
4,411
-56
| -1% | -$10.7K | 0.11% | 121 |
|
|
2024
Q2 | $821K | Buy |
4,467
+30
| +0.7% | +$5.52K | 0.12% | 115 |
|
|
2024
Q1 | $863K | Buy |
4,437
+2,436
| +122% | +$474K | 0.13% | 116 |
|
|
2023
Q4 | $373K | Sell |
2,001
-29
| -1% | -$5.41K | 0.06% | 159 |
|
|
2023
Q3 | $406K | Hold |
2,030
| – | – | 0.07% | 150 |
|
|
2023
Q2 | $507K | Buy |
2,030
+10
| +0.5% | +$2.5K | 0.09% | 148 |
|
|
2023
Q1 | $514K | Hold |
2,020
| – | – | 0.09% | 145 |
|
|
2022
Q4 | $468K | Buy |
2,020
+690
| +52% | +$160K | 0.09% | 149 |
|
|
2022
Q3 | $293K | Hold |
1,330
| – | – | 0.06% | 173 |
|
|
2022
Q2 | $286K | Buy |
1,330
+25
| +2% | +$5.38K | 0.05% | 184 |
|
|
2022
Q1 | $283K | Buy |
1,305
+272
| +26% | +$59K | 0.05% | 195 |
|
|
2021
Q4 | $200K | Buy |
+1,033
| New | +$200K | 0.03% | 219 |
|
|
2019
Q1 | – | Sell |
-187
| Closed | -$20K | – | 297 |
|
|
2018
Q4 | $20K | Hold |
187
| – | – | 0.01% | 336 |
|
|
2018
Q3 | $19K | Sell |
187
-100
| -35% | -$10.2K | 0.01% | 381 |
|
|
2018
Q2 | $27K | Buy |
+287
| New | +$27K | 0.01% | 328 |
|