Waterfront Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
5,532
-174
| -3% | -$28.9K | 0.21% | 142 |
|
|
2025
Q1 | $976K | Sell |
5,706
-38
| -0.7% | -$6.5K | 0.24% | 133 |
|
|
2024
Q4 | $973K | Buy |
5,744
+82
| +1% | +$13.9K | 0.24% | 137 |
|
|
2024
Q3 | $1.04M | Buy |
5,662
+117
| +2% | +$21.5K | 0.25% | 127 |
|
|
2024
Q2 | $1.02M | Buy |
5,545
+1,016
| +22% | +$187K | 0.28% | 112 |
|
|
2024
Q1 | $846K | Buy |
4,529
+1,154
| +34% | +$215K | 0.24% | 134 |
|
|
2023
Q4 | $629K | Buy |
+3,375
| New | +$629K | 0.19% | 152 |
|