SVWAG
Sound View Wealth Advisors Group’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
4,281
-70
| -2% | -$11.6K | 0.05% | 228 |
|
|
2025
Q1 | $744K | Buy |
4,351
+312
| +8% | +$53.4K | 0.06% | 210 |
|
|
2024
Q4 | $684K | Buy |
4,039
+177
| +5% | +$30K | 0.06% | 225 |
|
|
2024
Q3 | $741K | Sell |
3,862
-1
| -0% | -$192 | 0.06% | 213 |
|
|
2024
Q2 | $710K | Buy |
3,863
+3
| +0.1% | +$552 | 0.07% | 197 |
|
|
2024
Q1 | $751K | Buy |
3,860
+199
| +5% | +$38.7K | 0.08% | 190 |
|
|
2023
Q4 | $683K | Buy |
3,661
+55
| +2% | +$10.3K | 0.08% | 202 |
|
|
2023
Q3 | $721K | Buy |
3,606
+77
| +2% | +$15.4K | 0.09% | 179 |
|
|
2023
Q2 | $881K | Sell |
3,529
-1
| -0% | -$250 | 0.12% | 163 |
|
|
2023
Q1 | $898K | Sell |
3,530
-131
| -4% | -$33.3K | 0.12% | 159 |
|
|
2022
Q4 | $683K | Buy |
3,661
+144
| +4% | +$26.9K | 0.08% | 202 |
|
|
2022
Q3 | $775K | Buy |
3,517
+1
| +0% | +$220 | 0.17% | 121 |
|
|
2022
Q2 | $756K | Buy |
3,516
+1
| +0% | +$215 | 0.16% | 126 |
|
|
2022
Q1 | $761K | Buy |
3,515
+1
| +0% | +$217 | 0.14% | 137 |
|
|
2021
Q4 | $680K | Buy |
3,514
+2
| +0.1% | +$387 | 0.13% | 146 |
|
|
2021
Q3 | $594K | Buy |
3,512
+1
| +0% | +$169 | 0.12% | 150 |
|
|
2021
Q2 | $612K | Buy |
3,511
+1
| +0% | +$174 | 0.13% | 151 |
|
|
2021
Q1 | $555K | Buy |
3,510
+1
| +0% | +$158 | 0.13% | 147 |
|
|
2020
Q4 | $534K | Buy |
3,509
+2
| +0.1% | +$304 | 0.13% | 144 |
|
|
2020
Q3 | $503K | Buy |
3,507
+1
| +0% | +$143 | 0.13% | 142 |
|
|
2020
Q2 | $454K | Buy |
3,506
+1
| +0% | +$129 | 0.13% | 142 |
|
|
2020
Q1 | $464K | Buy |
3,505
+2
| +0.1% | +$265 | 0.16% | 122 |
|
|
2019
Q4 | $515K | Buy |
3,503
+1
| +0% | +$147 | 0.15% | 135 |
|
|
2019
Q3 | $543K | Buy |
3,502
+1
| +0% | +$155 | 0.16% | 132 |
|
|
2019
Q2 | $469K | Buy |
+3,501
| New | +$469K | 0.14% | 147 |
|