Waverly 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 | $553K | Buy |
3,334
+120
| +4% | +$19.9K | 0.01% | 767 |
|
|
2025
Q1 | $550K | Buy |
3,214
+579
| +22% | +$99K | 0.01% | 747 |
|
|
2024
Q4 | $446K | Buy |
2,635
+864
| +49% | +$146K | 0.01% | 709 |
|
|
2024
Q3 | $340K | Buy |
1,771
+97
| +6% | +$18.6K | 0.01% | 657 |
|
|
2024
Q2 | $308K | Buy |
1,674
+76
| +5% | +$14K | 0.01% | 661 |
|
|
2024
Q1 | $311K | Buy |
+1,598
| New | +$311K | 0.01% | 558 |
|
|
2023
Q2 | – | Sell |
-819
| Closed | -$208K | – | 366 |
|
|
2023
Q1 | $208K | Buy |
+819
| New | +$208K | 0.01% | 273 |
|
|
2018
Q4 | – | Sell |
-10,326
| Closed | -$1.05M | – | 160 |
|
|
2018
Q3 | $1.05M | Hold |
10,326
| – | – | 0.16% | 80 |
|
|
2018
Q2 | $961K | Sell |
10,326
-686
| -6% | -$63.8K | 0.15% | 79 |
|
|
2018
Q1 | $1.09M | Sell |
11,012
-925
| -8% | -$91.6K | 0.18% | 73 |
|
|
2017
Q4 | $1.36M | Buy |
11,937
+275
| +2% | +$31.2K | 0.19% | 75 |
|
|
2017
Q3 | $1.27M | Hold |
11,662
| – | – | 0.28% | 67 |
|
|
2017
Q2 | $1.25M | Buy |
11,662
+255
| +2% | +$27.4K | 0.31% | 60 |
|
|
2017
Q1 | $1.25M | Buy |
+11,407
| New | +$1.25M | 0.33% | 58 |
|
|
2014
Q3 | – | Sell |
-63
| Closed | -$6K | – | 776 |
|
|
2014
Q2 | $6K | Sell |
63
-523
| -89% | -$49.8K | ﹤0.01% | 550 |
|
|
2014
Q1 | $61K | Buy |
586
+2
| +0.3% | +$208 | 0.03% | 200 |
|
|
2013
Q4 | $57K | Buy |
584
+291
| +99% | +$28.4K | 0.02% | 312 |
|
|
2013
Q3 | $27K | Buy |
+293
| New | +$27K | 0.01% | 323 |
|