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 |
|