United Capital 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 | $398K | Sell |
2,400
-803
| -25% | -$133K | ﹤0.01% | 832 |
|
|
2025
Q1 | $548K | Buy |
3,203
+600
| +23% | +$103K | ﹤0.01% | 716 |
|
|
2024
Q4 | $441K | Sell |
2,603
-611
| -19% | -$103K | ﹤0.01% | 760 |
|
|
2024
Q3 | $616K | Sell |
3,214
-1,001
| -24% | -$192K | 0.01% | 678 |
|
|
2024
Q2 | $775K | Buy |
4,215
+1,398
| +50% | +$257K | 0.01% | 586 |
|
|
2024
Q1 | $548K | Sell |
2,817
-223
| -7% | -$43.4K | ﹤0.01% | 711 |
|
|
2023
Q4 | $567K | Buy |
+3,040
| New | +$567K | ﹤0.01% | 690 |
|
|
2023
Q3 | – | Sell |
-1,071
| Closed | -$267K | – | 862 |
|
|
2023
Q2 | $267K | Sell |
1,071
-2,351
| -69% | -$587K | ﹤0.01% | 791 |
|
|
2023
Q1 | $871K | Buy |
3,422
+33
| +1% | +$8.4K | ﹤0.01% | 607 |
|
|
2022
Q4 | $785K | Sell |
3,389
-81
| -2% | -$18.8K | ﹤0.01% | 673 |
|
|
2022
Q3 | $765K | Sell |
3,470
-103
| -3% | -$22.7K | ﹤0.01% | 668 |
|
|
2022
Q2 | $769K | Buy |
3,573
+83
| +2% | +$17.9K | ﹤0.01% | 686 |
|
|
2022
Q1 | $756K | Buy |
3,490
+119
| +4% | +$25.8K | ﹤0.01% | 734 |
|
|
2021
Q4 | $652K | Buy |
3,371
+123
| +4% | +$23.8K | ﹤0.01% | 792 |
|
|
2021
Q3 | $550K | Sell |
3,248
-17
| -0.5% | -$2.88K | ﹤0.01% | 833 |
|
|
2021
Q2 | $569K | Sell |
3,265
-13
| -0.4% | -$2.27K | ﹤0.01% | 828 |
|
|
2021
Q1 | $518K | Sell |
3,278
-48
| -1% | -$7.59K | ﹤0.01% | 834 |
|
|
2020
Q4 | $507K | Buy |
3,326
+1,559
| +88% | +$238K | ﹤0.01% | 842 |
|
|
2020
Q3 | $253K | Sell |
1,767
-61
| -3% | -$8.73K | ﹤0.01% | 1002 |
|
|
2020
Q2 | $237K | Sell |
1,828
-180
| -9% | -$23.3K | ﹤0.01% | 1047 |
|
|
2020
Q1 | $266K | Sell |
2,008
-567
| -22% | -$75.1K | ﹤0.01% | 995 |
|
|
2019
Q4 | $378K | Buy |
2,575
+773
| +43% | +$113K | ﹤0.01% | 1053 |
|
|
2019
Q3 | $279K | Sell |
1,802
-1,646
| -48% | -$255K | ﹤0.01% | 1087 |
|
|
2019
Q2 | $462K | Sell |
3,448
-535
| -13% | -$71.7K | ﹤0.01% | 1061 |
|
|
2019
Q1 | $457K | Buy |
3,983
+388
| +11% | +$44.5K | ﹤0.01% | 1000 |
|
|
2018
Q4 | $385K | Buy |
3,595
+808
| +29% | +$86.5K | ﹤0.01% | 985 |
|
|
2018
Q3 | $284K | Sell |
2,787
-503
| -15% | -$51.3K | ﹤0.01% | 1127 |
|
|
2018
Q2 | $306K | Sell |
3,290
-1,328
| -29% | -$124K | ﹤0.01% | 1072 |
|
|
2018
Q1 | $457K | Sell |
4,618
-270
| -6% | -$26.7K | ﹤0.01% | 981 |
|
|
2017
Q4 | $559K | Sell |
4,888
-1,292
| -21% | -$148K | ﹤0.01% | 932 |
|
|
2017
Q3 | $675K | Buy |
6,180
+3,208
| +108% | +$350K | 0.01% | 879 |
|
|
2017
Q2 | $319K | Sell |
2,972
-130
| -4% | -$14K | ﹤0.01% | 1052 |
|
|
2017
Q1 | $339K | Buy |
3,102
+513
| +20% | +$56.1K | ﹤0.01% | 1012 |
|
|
2016
Q4 | $268K | Sell |
2,589
-5,605
| -68% | -$580K | ﹤0.01% | 1093 |
|
|
2016
Q3 | $783K | Sell |
8,194
-3,895
| -32% | -$372K | 0.01% | 839 |
|
|
2016
Q2 | $1.37M | Sell |
12,089
-19,186
| -61% | -$2.17M | 0.01% | 643 |
|
|
2016
Q1 | $2.88M | Sell |
31,275
-16,929
| -35% | -$1.56M | 0.03% | 454 |
|
|
2015
Q4 | $4.3M | Buy |
+48,204
| New | +$4.3M | 0.05% | 361 |
|