Wealth Advisors of Tampa Bay’s Hershey HSY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,465	Closed	-$251K	–	115
2025 Q1	$251K	Sell	1,465 -500	-25%	-$85.5K	0.1%	83
2024 Q4	$333K	Hold	1,965	–	–	0.14%	73
2024 Q3	$377K	Hold	1,965	–	–	0.16%	72
2024 Q2	$361K	Hold	1,965	–	–	0.17%	69
2024 Q1	$382K	Hold	1,965	–	–	0.18%	68
2023 Q4	$366K	Sell	1,965 -2,365	-55%	-$441K	0.18%	68
2023 Q3	$866K	Buy	4,330 +2,165	+100%	+$433K	0.24%	63
2023 Q2	$541K	Hold	2,165	–	–	0.3%	61
2023 Q1	$551K	Sell	2,165 -235	-10%	-$59.8K	0.32%	59
2022 Q4	$556K	Hold	2,400	–	–	0.34%	57
2022 Q3	$529K	Sell	2,400 -2,400	-50%	-$529K	0.36%	59
2022 Q2	$1.03M	Hold	4,800	–	–	0.32%	60
2022 Q1	$1.04M	Hold	4,800	–	–	0.28%	63
2021 Q4	$929K	Buy	4,800 +2,400	+100%	+$465K	0.23%	70
2021 Q3	$406K	Hold	2,400	–	–	0.22%	70
2021 Q2	$418K	Hold	2,400	–	–	0.23%	73
2021 Q1	$380K	Hold	2,400	–	–	0.22%	75
2020 Q4	$366K	Hold	2,400	–	–	0.26%	66
2020 Q3	$344K	Hold	2,400	–	–	0.26%	67
2020 Q2	$311K	Hold	2,400	–	–	0.26%	64
2020 Q1	$318K	Hold	2,400	–	–	0.36%	60
2019 Q4	$353K	Hold	2,400	–	–	0.33%	58
2019 Q3	$372K	Hold	2,400	–	–	0.31%	62
2019 Q2	$322K	Hold	2,400	–	–	0.23%	66
2019 Q1	$276K	Hold	2,400	–	–	0.2%	66
2018 Q4	$257K	Hold	2,400	–	–	0.21%	64
2018 Q3	$245K	Hold	2,400	–	–	0.17%	63
2018 Q2	$221K	Hold	2,400	–	–	0.17%	65
2018 Q1	$238K	Hold	2,400	–	–	0.17%	67
2017 Q4	$274K	Buy	+2,400	New	+$274K	0.19%	65