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