Strategic Family Wealth Counselors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $381K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $354K | Hold |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2019
Q3 | $229K | Buy |
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