Transamerica Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Sell |
926
-30
| -3% | -$4.98K | 0.01% | 242 |
|
|
2025
Q1 | $164K | Sell |
956
-9
| -0.9% | -$1.54K | 0.02% | 234 |
|
|
2024
Q4 | $164K | Buy |
965
+6
| +0.6% | +$1.02K | 0.02% | 233 |
|
|
2024
Q3 | $184K | Buy |
959
+459
| +92% | +$88.1K | 0.02% | 233 |
|
|
2024
Q2 | $92K | Hold |
500
| – | – | 0.01% | 244 |
|
|
2024
Q1 | $98K | Sell |
500
-3,250
| -87% | -$637K | 0.01% | 260 |
|
|
2023
Q4 | $700K | Sell |
3,750
-1,139
| -23% | -$213K | 0.1% | 142 |
|
|
2023
Q3 | $979K | Sell |
4,889
-1,189
| -20% | -$238K | 0.13% | 129 |
|
|
2023
Q2 | $1.52M | Buy |
6,078
+226
| +4% | +$56.4K | 0.2% | 91 |
|
|
2023
Q1 | $1.49M | Buy |
5,852
+743
| +15% | +$189K | 0.2% | 91 |
|
|
2022
Q4 | $1.18M | Buy |
5,109
+266
| +5% | +$61.6K | 0.17% | 110 |
|
|
2022
Q3 | $1.07M | Sell |
4,843
-5,516
| -53% | -$1.22M | 0.16% | 103 |
|
|
2022
Q2 | $2.23M | Buy |
+10,359
| New | +$2.23M | 0.32% | 47 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | -$1K | – | 157 |
|
|
2021
Q2 | $1K | Sell |
4
-6
| -60% | -$1.5K | 0.02% | 135 |
|
|
2021
Q1 | $2K | Sell |
10
-4
| -29% | -$800 | 0.05% | 90 |
|
|
2020
Q4 | $3K | Sell |
14
-3
| -18% | -$643 | 0.06% | 58 |
|
|
2020
Q3 | $3K | Sell |
17
-6,001
| -100% | -$1.06M | 0.05% | 58 |
|
|
2020
Q2 | $780K | Buy |
+6,018
| New | +$780K | 0.17% | 84 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | -$1K | – | 128 |
|
|
2019
Q4 | $1K | Buy |
+2
| New | +$1K | 0.01% | 100 |
|
|
2019
Q3 | – | Sell |
-6,535
| Closed | -$876K | – | 276 |
|
|
2019
Q2 | $876K | Buy |
+6,535
| New | +$876K | 0.19% | 94 |
|
|
2019
Q1 | – | Sell |
-1,078
| Closed | -$116K | – | 246 |
|
|
2018
Q4 | $116K | Sell |
1,078
-250
| -19% | -$26.9K | 0.03% | 172 |
|
|
2018
Q3 | $136K | Buy |
1,328
+41
| +3% | +$4.2K | 0.03% | 193 |
|
|
2018
Q2 | $120K | Sell |
1,287
-12,931
| -91% | -$1.21M | 0.03% | 200 |
|
|
2018
Q1 | $1.41M | Buy |
14,218
+207
| +1% | +$20.5K | 0.21% | 120 |
|
|
2017
Q4 | $1.59M | Buy |
14,011
+734
| +6% | +$83.3K | 0.21% | 125 |
|
|
2017
Q3 | $1.45M | Sell |
13,277
-359
| -3% | -$39.2K | 0.18% | 132 |
|
|
2017
Q2 | $1.47M | Buy |
13,636
+580
| +4% | +$62.3K | 0.2% | 117 |
|
|
2017
Q1 | $1.43M | Buy |
13,056
+48
| +0.4% | +$5.25K | 0.17% | 136 |
|
|
2016
Q4 | $1.35M | Buy |
13,008
+185
| +1% | +$19.1K | 0.16% | 134 |
|
|
2016
Q3 | $1.23M | Buy |
12,823
+1,114
| +10% | +$107K | 0.13% | 142 |
|
|
2016
Q2 | $1.33M | Buy |
11,709
+7,205
| +160% | +$818K | 0.13% | 140 |
|
|
2016
Q1 | $415K | Sell |
4,504
-551
| -11% | -$50.8K | 0.04% | 229 |
|
|
2015
Q4 | $452K | Buy |
5,055
+253
| +5% | +$22.6K | 0.03% | 247 |
|
|
2015
Q3 | $442K | Sell |
4,802
-165
| -3% | -$15.2K | 0.04% | 214 |
|
|
2015
Q2 | $442K | Buy |
4,967
+254
| +5% | +$22.6K | 0.03% | 238 |
|
|
2015
Q1 | $476K | Buy |
4,713
+616
| +15% | +$62.2K | 0.03% | 234 |
|
|
2014
Q4 | $426K | Buy |
4,097
+436
| +12% | +$45.3K | 0.03% | 204 |
|
|
2014
Q3 | $350K | Buy |
3,661
+3,032
| +482% | +$290K | 0.03% | 208 |
|
|
2014
Q2 | $62K | Buy |
629
+3
| +0.5% | +$296 | 0.01% | 353 |
|
|
2014
Q1 | $66K | Sell |
626
-1
| -0.2% | -$105 | 0.01% | 335 |
|
|
2013
Q4 | $61K | Sell |
627
-575
| -48% | -$55.9K | 0.01% | 332 |
|
|
2013
Q3 | $112K | Sell |
1,202
-7,816
| -87% | -$728K | 0.01% | 265 |
|
|
2013
Q2 | $806K | Buy |
+9,018
| New | +$806K | 0.13% | 87 |
|