Strategic Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
+1,058
| New | +$176K | 0.01% | 330 |
|
|
2024
Q4 | $310K | Sell |
1,929
-24,811
| -93% | -$3.98M | 0.03% | 258 |
|
|
2024
Q3 | $5.13M | Buy |
26,740
+714
| +3% | +$137K | 0.49% | 66 |
|
|
2024
Q2 | $4.78M | Buy |
+26,026
| New | +$4.78M | 0.5% | 70 |
|
|
2022
Q1 | – | Sell |
-15,453
| Closed | -$2.99M | – | 274 |
|
|
2021
Q4 | $2.99M | Buy |
+15,453
| New | +$2.99M | 0.57% | 56 |
|