Soltis Investment 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 | $7.18M | Sell |
43,270
-2,722
| -6% | -$452K | 0.56% | 41 |
|
|
2025
Q1 | $7.87M | Buy |
45,992
+3,964
| +9% | +$678K | 0.7% | 33 |
|
|
2024
Q4 | $7.12M | Sell |
42,028
-2,311
| -5% | -$391K | 0.66% | 32 |
|
|
2024
Q3 | $8.5M | Buy |
44,339
+15,497
| +54% | +$2.97M | 0.83% | 22 |
|
|
2024
Q2 | $5.3M | Buy |
28,842
+8,981
| +45% | +$1.65M | 0.56% | 55 |
|
|
2024
Q1 | $3.86M | Buy |
19,861
+16,829
| +555% | +$3.27M | 0.43% | 77 |
|
|
2023
Q4 | $565K | Buy |
3,032
+286
| +10% | +$53.3K | 0.06% | 175 |
|
|
2023
Q3 | $549K | Buy |
+2,746
| New | +$549K | 0.07% | 165 |
|