Stiles Financial Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,627
| Closed | -$278K | – | 178 |
|
|
2025
Q1 | $278K | Buy |
1,627
+13
| +0.8% | +$2.22K | 0.11% | 145 |
|
|
2024
Q4 | $273K | Buy |
1,614
+12
| +0.7% | +$2.03K | 0.1% | 155 |
|
|
2024
Q3 | $307K | Buy |
1,602
+11
| +0.7% | +$2.11K | 0.11% | 145 |
|
|
2024
Q2 | $293K | Sell |
1,591
-10
| -0.6% | -$1.84K | 0.11% | 145 |
|
|
2024
Q1 | $311K | Buy |
+1,601
| New | +$311K | 0.12% | 133 |
|