Strategic Family Wealth Counselors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
1,531
-4
| -0.3% | -$664 | 0.07% | 126 |
|
|
2025
Q1 | $263K | Buy |
1,535
+2
| +0.1% | +$342 | 0.09% | 122 |
|
|
2024
Q4 | $260K | Buy |
1,533
+1
| +0.1% | +$169 | 0.08% | 119 |
|
|
2024
Q3 | $294K | Buy |
1,532
+5
| +0.3% | +$959 | 0.1% | 105 |
|
|
2024
Q2 | $281K | Hold |
1,527
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $297K | Hold |
1,527
| – | – | 0.12% | 87 |
|
|
2023
Q4 | $285K | Hold |
1,527
| – | – | 0.12% | 89 |
|
|
2023
Q3 | $306K | Hold |
1,527
| – | – | 0.15% | 77 |
|
|
2023
Q2 | $381K | Hold |
1,527
| – | – | 0.18% | 68 |
|
|
2023
Q1 | $389K | Hold |
1,527
| – | – | 0.18% | 63 |
|
|
2022
Q4 | $354K | Hold |
1,527
| – | – | 0.18% | 68 |
|
|
2022
Q3 | $337K | Hold |
1,527
| – | – | 0.17% | 62 |
|
|
2022
Q2 | $329K | Buy |
1,527
+5
| +0.3% | +$1.08K | 0.16% | 63 |
|
|
2022
Q1 | $330K | Hold |
1,522
| – | – | 0.13% | 72 |
|
|
2021
Q4 | $295K | Hold |
1,522
| – | – | 0.09% | 77 |
|
|
2021
Q3 | $258K | Buy |
1,522
+5
| +0.3% | +$848 | 0.09% | 74 |
|
|
2021
Q2 | $264K | Buy |
1,517
+6
| +0.4% | +$1.04K | 0.09% | 68 |
|
|
2021
Q1 | $239K | Buy |
1,511
+5
| +0.3% | +$791 | 0.09% | 75 |
|
|
2020
Q4 | $229K | Buy |
1,506
+6
| +0.4% | +$912 | 0.12% | 72 |
|
|
2020
Q3 | $215K | Buy |
+1,500
| New | +$215K | 0.12% | 67 |
|
|
2020
Q1 | – | Sell |
-1,481
| Closed | -$218K | – | 75 |
|
|
2019
Q4 | $218K | Buy |
1,481
+6
| +0.4% | +$883 | 0.18% | 62 |
|
|
2019
Q3 | $229K | Buy |
+1,475
| New | +$229K | 0.17% | 58 |
|