Spire 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 | $208K | Sell |
1,339
-779
| -37% | -$121K | 0.01% | 758 |
|
2025
Q1 | $362K | Buy |
2,118
+234
| +12% | +$40K | 0.01% | 665 |
|
2024
Q4 | $319K | Buy |
1,884
+656
| +53% | +$111K | 0.01% | 689 |
|
2024
Q3 | $236K | Sell |
1,228
-9
| -0.7% | -$1.73K | 0.01% | 691 |
|
2024
Q2 | $227K | Sell |
1,237
-253
| -17% | -$46.5K | 0.01% | 690 |
|
2024
Q1 | $290K | Buy |
1,490
+44
| +3% | +$8.56K | 0.01% | 673 |
|
2023
Q4 | $275K | Sell |
1,446
-19,451
| -93% | -$3.71M | 0.01% | 678 |
|
2023
Q3 | $4.18M | Sell |
20,897
-9,327
| -31% | -$1.87M | 0.16% | 140 |
|
2023
Q2 | $7.55M | Buy |
30,224
+711
| +2% | +$178K | 0.28% | 74 |
|
2023
Q1 | $7.51M | Buy |
29,513
+28,436
| +2,640% | +$7.23M | 0.29% | 74 |
|
2022
Q4 | $249K | Buy |
1,077
+90
| +9% | +$20.8K | 0.01% | 500 |
|
2022
Q3 | $218K | Sell |
987
-5,814
| -85% | -$1.28M | 0.01% | 509 |
|
2022
Q2 | $1.46M | Buy |
6,801
+2,321
| +52% | +$499K | 0.06% | 257 |
|
2022
Q1 | $971K | Buy |
4,480
+1,360
| +44% | +$295K | 0.03% | 395 |
|
2021
Q4 | $604K | Sell |
3,120
-429
| -12% | -$83.1K | 0.01% | 627 |
|
2021
Q3 | $601K | Buy |
3,549
+86
| +2% | +$14.6K | 0.02% | 543 |
|
2021
Q2 | $603K | Sell |
3,463
-577
| -14% | -$100K | 0.02% | 561 |
|
2021
Q1 | $639K | Buy |
+4,040
| New | +$639K | 0.02% | 586 |
|