WBH Advisory’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
2,525
-397
| -14% | -$65.9K | 0.04% | 244 |
|
|
2025
Q1 | $500K | Sell |
2,922
-49
| -2% | -$8.38K | 0.05% | 212 |
|
|
2024
Q4 | $503K | Sell |
2,971
-10
| -0.3% | -$1.69K | 0.05% | 213 |
|
|
2024
Q3 | $572K | Hold |
2,981
| – | – | 0.05% | 199 |
|
|
2024
Q2 | $548K | Sell |
2,981
-38
| -1% | -$6.99K | 0.06% | 198 |
|
|
2024
Q1 | $587K | Sell |
3,019
-302
| -9% | -$58.7K | 0.06% | 195 |
|
|
2023
Q4 | $619K | Sell |
3,321
-75
| -2% | -$14K | 0.07% | 188 |
|
|
2023
Q3 | $680K | Sell |
3,396
-31
| -0.9% | -$6.2K | 0.08% | 169 |
|
|
2023
Q2 | $856K | Sell |
3,427
-20
| -0.6% | -$4.99K | 0.1% | 152 |
|
|
2023
Q1 | $877K | Buy |
+3,447
| New | +$877K | 0.11% | 155 |
|
|
2022
Q3 | $792K | Sell |
3,593
-234
| -6% | -$51.6K | 0.11% | 156 |
|
|
2022
Q2 | $844K | Buy |
3,827
+16
| +0.4% | +$3.53K | 0.11% | 153 |
|
|
2022
Q1 | $869K | Buy |
3,811
+161
| +4% | +$36.7K | 0.11% | 159 |
|
|
2021
Q4 | $706K | Buy |
3,650
+1
| +0% | +$193 | 0.08% | 186 |
|
|
2021
Q3 | $618K | Buy |
3,649
+1
| +0% | +$169 | 0.08% | 185 |
|
|
2021
Q2 | $649K | Sell |
3,648
-5
| -0.1% | -$890 | 0.1% | 155 |
|
|
2021
Q1 | $578K | Sell |
3,653
-84
| -2% | -$13.3K | 0.09% | 164 |
|
|
2020
Q4 | $559K | Sell |
3,737
-69
| -2% | -$10.3K | 0.1% | 162 |
|
|
2020
Q3 | $546K | Sell |
3,806
-131
| -3% | -$18.8K | 0.11% | 151 |
|
|
2020
Q2 | $510K | Buy |
3,937
+1
| +0% | +$130 | 0.12% | 150 |
|
|
2020
Q1 | $521 | Sell |
3,936
-39
| -1% | -$5 | 0.12% | 131 |
|
|
2019
Q4 | $584K | Buy |
3,975
+126
| +3% | +$18.5K | 0.12% | 141 |
|
|
2019
Q3 | $596K | Buy |
3,849
+18
| +0.5% | +$2.79K | 0.13% | 136 |
|
|
2019
Q2 | $513K | Buy |
3,831
+5
| +0.1% | +$670 | 0.12% | 150 |
|
|
2019
Q1 | $439K | Buy |
3,826
+35
| +0.9% | +$4.02K | 0.1% | 159 |
|
|
2018
Q4 | $406 | Sell |
3,791
-4
| -0.1% | – | 0.1% | 160 |
|
|
2018
Q3 | $387K | Sell |
3,795
-23
| -0.6% | -$2.35K | 0.09% | 177 |
|
|
2018
Q2 | $335K | Buy |
3,818
+233
| +6% | +$20.4K | 0.09% | 180 |
|
|
2018
Q1 | $354K | Buy |
3,585
+41
| +1% | +$4.05K | 0.1% | 174 |
|
|
2017
Q4 | $402K | Sell |
3,544
-59
| -2% | -$6.69K | 0.11% | 162 |
|
|
2017
Q3 | $393K | Sell |
3,603
-13
| -0.4% | -$1.42K | 0.11% | 160 |
|
|
2017
Q2 | $388K | Buy |
3,616
+5
| +0.1% | +$537 | 0.11% | 153 |
|
|
2017
Q1 | $394K | Buy |
3,611
+5
| +0.1% | +$546 | 0.12% | 155 |
|
|
2016
Q4 | $373K | Buy |
3,606
+211
| +6% | +$21.8K | 0.12% | 158 |
|
|
2016
Q3 | $324K | Buy |
3,395
+92
| +3% | +$8.78K | 0.11% | 165 |
|
|
2016
Q2 | $374K | Sell |
3,303
-130
| -4% | -$14.7K | 0.15% | 135 |
|
|
2016
Q1 | $316K | Sell |
3,433
-25
| -0.7% | -$2.3K | 0.11% | 147 |
|
|
2015
Q4 | $308 | Buy |
3,458
+14
| +0.4% | +$1 | 0.11% | 152 |
|
|
2015
Q3 | $316K | Buy |
3,444
+5
| +0.1% | +$459 | 0.13% | 145 |
|
|
2015
Q2 | $305K | Buy |
3,439
+66
| +2% | +$5.85K | 0.12% | 154 |
|
|
2015
Q1 | $340 | Buy |
3,373
+27
| +0.8% | +$3 | 0.1% | 150 |
|
|
2014
Q4 | $347K | Buy |
+3,346
| New | +$347K | 0.13% | 149 |
|
|
2014
Q3 | – | Sell |
-3,716
| Closed | -$361K | – | 214 |
|
|
2014
Q2 | $361K | Sell |
3,716
-36
| -1% | -$3.5K | 0.14% | 152 |
|
|
2014
Q1 | $391K | Buy |
3,752
+103
| +3% | +$10.7K | 0.16% | 146 |
|
|
2013
Q4 | $354K | Hold |
3,649
| – | – | 0.14% | 143 |
|
|
2013
Q3 | $338K | Sell |
3,649
-24
| -0.7% | -$2.22K | 0.15% | 142 |
|
|
2013
Q2 | $327K | Buy |
+3,673
| New | +$327K | 0.15% | 143 |
|