Simplicity Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,469
| Closed | -$249K | – | 584 |
|
|
2024
Q4 | $249K | Sell |
1,469
-2,442
| -62% | -$413K | 0.05% | 262 |
|
|
2024
Q3 | $750K | Sell |
3,911
-1,625
| -29% | -$312K | 0.07% | 231 |
|
|
2024
Q2 | $1.02M | Buy |
5,536
+3,581
| +183% | +$658K | 0.02% | 522 |
|
|
2024
Q1 | $380K | Buy |
+1,955
| New | +$380K | 0.01% | 837 |
|