Sequoia Financial 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 | $987K | Buy |
5,948
+439
| +8% | +$72.9K | 0.01% | 692 |
|
|
2025
Q1 | $942K | Buy |
5,509
+181
| +3% | +$31K | 0.01% | 633 |
|
|
2024
Q4 | $902K | Buy |
5,328
+1,370
| +35% | +$232K | 0.01% | 603 |
|
|
2024
Q3 | $759K | Sell |
3,958
-779
| -16% | -$149K | 0.01% | 620 |
|
|
2024
Q2 | $871K | Sell |
4,737
-2,064
| -30% | -$379K | 0.01% | 510 |
|
|
2024
Q1 | $1.32M | Sell |
6,801
-56,124
| -89% | -$10.9M | 0.02% | 412 |
|
|
2023
Q4 | $11.7M | Buy |
62,925
+60,755
| +2,800% | +$11.3M | 0.15% | 132 |
|
|
2023
Q3 | $434K | Sell |
2,170
-208
| -9% | -$41.6K | 0.01% | 556 |
|
|
2023
Q2 | $594K | Buy |
2,378
+266
| +13% | +$66.4K | 0.01% | 470 |
|
|
2023
Q1 | $537K | Buy |
2,112
+55
| +3% | +$14K | 0.01% | 446 |
|
|
2022
Q4 | $476K | Buy |
+2,057
| New | +$476K | 0.01% | 445 |
|
|
2022
Q2 | – | Sell |
-1,566
| Closed | -$339K | – | 630 |
|
|
2022
Q1 | $339K | Buy |
1,566
+350
| +29% | +$75.8K | 0.01% | 462 |
|
|
2021
Q4 | $235K | Buy |
+1,216
| New | +$235K | 0.01% | 509 |
|
|
2021
Q3 | – | Sell |
-1,149
| Closed | -$200K | – | 336 |
|
|
2021
Q2 | $200K | Buy |
+1,149
| New | +$200K | 0.01% | 454 |
|
|
2019
Q4 | – | Sell |
-1,305
| Closed | -$202K | – | 387 |
|
|
2019
Q3 | $202K | Buy |
+1,305
| New | +$202K | 0.01% | 338 |
|