RKL 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
$1.15M Buy
6,958
+67
+1% +$11.1K 0.1% 83
2025
Q1
$1.18M Buy
6,891
+14
+0.2% +$2.4K 0.11% 89
2024
Q4
$1.16M Sell
6,877
-317
-4% -$53.7K 0.1% 91
2024
Q3
$1.38M Buy
7,194
+18
+0.3% +$3.45K 0.12% 74
2024
Q2
$1.32M Sell
7,176
-98
-1% -$18K 0.13% 69
2024
Q1
$1.41M Sell
7,274
-57
-0.8% -$11.1K 0.14% 69
2023
Q4
$1.37M Buy
7,331
+37
+0.5% +$6.9K 0.15% 70
2023
Q3
$1.46M Buy
7,294
+26
+0.4% +$5.2K 0.18% 63
2023
Q2
$1.81M Sell
7,268
-224
-3% -$55.9K 0.21% 56
2023
Q1
$1.91M Sell
7,492
-48
-0.6% -$12.2K 0.24% 54
2022
Q4
$1.75M Sell
7,540
-187
-2% -$43.3K 0.23% 57
2022
Q3
$1.7M Buy
7,727
+12
+0.2% +$2.65K 0.25% 56
2022
Q2
$1.66M Buy
7,715
+95
+1% +$20.4K 0.23% 58
2022
Q1
$1.65M Buy
7,620
+628
+9% +$136K 0.2% 64
2021
Q4
$1.35M Sell
6,992
-87
-1% -$16.8K 0.16% 69
2021
Q3
$1.2M Buy
7,079
+13
+0.2% +$2.2K 0.15% 71
2021
Q2
$1.23M Buy
7,066
+70
+1% +$12.2K 0.16% 72
2021
Q1
$1.11M Buy
6,996
+3
+0% +$474 0.15% 74
2020
Q4
$1.07M Sell
6,993
-662
-9% -$101K 0.15% 72
2020
Q3
$1.1M Buy
7,655
+214
+3% +$30.7K 0.17% 68
2020
Q2
$965K Buy
7,441
+13
+0.2% +$1.69K 0.17% 68
2020
Q1
$984K Sell
7,428
-3,097
-29% -$410K 0.21% 62
2019
Q4
$1.55M Sell
10,525
-97
-0.9% -$14.3K 0.28% 59
2019
Q3
$1.65M Buy
10,622
+52
+0.5% +$8.06K 0.31% 55
2019
Q2
$1.42M Sell
10,570
-675
-6% -$90.6K 0.26% 61
2019
Q1
$1.29M Buy
11,245
+592
+6% +$68K 0.25% 67
2018
Q4
$1.14M Buy
10,653
+4,098
+63% +$439K 0.26% 65
2018
Q3
$670K Sell
6,555
-243
-4% -$24.8K 0.14% 86
2018
Q2
$632K Sell
6,798
-167
-2% -$15.5K 0.14% 92
2018
Q1
$691K Sell
6,965
-48
-0.7% -$4.76K 0.16% 91
2017
Q4
$795K Sell
7,013
-691
-9% -$78.3K 0.2% 91
2017
Q3
$842K Buy
7,704
+14
+0.2% +$1.53K 0.24% 84
2017
Q2
$826K Sell
7,690
-82
-1% -$8.81K 0.26% 86
2017
Q1
$849K Buy
7,772
+1,167
+18% +$127K 0.34% 57
2016
Q4
$683K Sell
6,605
-785
-11% -$81.2K 0.33% 57
2016
Q3
$706K Buy
7,390
+731
+11% +$69.8K 0.36% 52
2016
Q2
$686K Buy
6,659
+4,422
+198% +$456K 0.36% 49
2016
Q1
$206K Sell
2,237
-2,122
-49% -$195K 0.12% 60
2015
Q4
$389 Buy
4,359
+171
+4% +$15 0.18% 41
2015
Q3
$385K Buy
4,188
+44
+1% +$4.05K 0.24% 39
2015
Q2
$368K Sell
4,144
-96
-2% -$8.53K 0.22% 43
2015
Q1
$428K Buy
4,240
+11
+0.3% +$1.11K 0.26% 41
2014
Q4
$439K Sell
4,229
-512
-11% -$53.1K 0.29% 42
2014
Q3
$452K Buy
4,741
+12
+0.3% +$1.14K 0.32% 42
2014
Q2
$460K Buy
4,729
+591
+14% +$57.5K 0.34% 40
2014
Q1
$432K Buy
+4,138
New +$432K 0.33% 43