Valley Wealth Managers’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,219
| Closed | -$376K | – | 393 |
|
|
2024
Q4 | $376K | Buy |
2,219
+118
| +6% | +$20K | 0.03% | 167 |
|
|
2024
Q3 | $403K | Buy |
2,101
+355
| +20% | +$68.1K | 0.03% | 169 |
|
|
2024
Q2 | $321K | Sell |
1,746
-136
| -7% | -$25K | 0.03% | 172 |
|
|
2024
Q1 | $366K | Buy |
1,882
+735
| +64% | +$143K | 0.03% | 170 |
|
|
2023
Q4 | $214K | Buy |
1,147
+23
| +2% | +$4.29K | 0.02% | 181 |
|
|
2023
Q3 | $225K | Buy |
1,124
+74
| +7% | +$14.8K | 0.02% | 181 |
|
|
2023
Q2 | $262K | Hold |
1,050
| – | – | 0.02% | 147 |
|
|
2023
Q1 | $267K | Sell |
1,050
-100
| -9% | -$25.4K | 0.02% | 139 |
|
|
2022
Q4 | $266K | Sell |
1,150
-188
| -14% | -$43.5K | 0.02% | 141 |
|
|
2022
Q3 | $295K | Sell |
1,338
-4
| -0.3% | -$882 | 0.03% | 138 |
|
|
2022
Q2 | $289K | Sell |
1,342
-471
| -26% | -$101K | 0.03% | 151 |
|
|
2022
Q1 | $393K | Buy |
1,813
+12
| +0.7% | +$2.6K | 0.03% | 137 |
|
|
2021
Q4 | $348K | Buy |
1,801
+173
| +11% | +$33.4K | 0.03% | 156 |
|
|
2021
Q3 | $276K | Buy |
1,628
+135
| +9% | +$22.9K | 0.02% | 159 |
|
|
2021
Q2 | $260K | Buy |
+1,493
| New | +$260K | 0.02% | 164 |
|