Venturi Wealth Management’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 |
-435
| Closed | -$73.7K | – | 1150 |
|
|
2024
Q4 | $73.7K | Buy |
435
+358
| +465% | +$60.6K | ﹤0.01% | 891 |
|
|
2024
Q3 | $14.8K | Sell |
77
-25
| -25% | -$4.8K | ﹤0.01% | 1100 |
|
|
2024
Q2 | $18.8K | Sell |
102
-22
| -18% | -$4.05K | ﹤0.01% | 956 |
|
|
2024
Q1 | $24.1K | Buy |
124
+55
| +80% | +$10.7K | ﹤0.01% | 688 |
|
|
2023
Q4 | $12.9K | Sell |
69
-30
| -30% | -$5.59K | ﹤0.01% | 815 |
|
|
2023
Q3 | $19.8K | Buy |
99
+82
| +482% | +$16.4K | ﹤0.01% | 625 |
|
|
2023
Q2 | $4.25K | Buy |
17
+12
| +240% | +$3K | ﹤0.01% | 786 |
|
|
2023
Q1 | $1.27K | Buy |
+5
| New | +$1.27K | ﹤0.01% | 1078 |
|
|
2020
Q2 | – | Sell |
-2,327
| Closed | -$308K | – | 260 |
|
|
2020
Q1 | $308K | Buy |
+2,327
| New | +$308K | 0.05% | 185 |
|
|
2017
Q1 | – | Sell |
-6,000
| Closed | -$621K | – | 184 |
|
|
2016
Q4 | $621K | Hold |
6,000
| – | – | 0.17% | 104 |
|
|
2016
Q3 | $574K | Hold |
6,000
| – | – | 0.19% | 92 |
|
|
2016
Q2 | $681K | Sell |
6,000
-3,000
| -33% | -$341K | 0.23% | 87 |
|
|
2016
Q1 | $829K | Hold |
9,000
| – | – | 0.31% | 78 |
|
|
2015
Q4 | $803K | Buy |
+9,000
| New | +$803K | 0.37% | 73 |
|