Wealth Alliance’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
4,237
+236
| +6% | +$39.2K | 0.08% | 229 |
|
|
2025
Q1 | $684K | Buy |
4,001
+2,658
| +198% | +$455K | 0.08% | 215 |
|
|
2024
Q4 | $227K | Sell |
1,343
-1,732
| -56% | -$293K | 0.03% | 448 |
|
|
2024
Q3 | $590K | Buy |
3,075
+328
| +12% | +$62.9K | 0.07% | 240 |
|
|
2024
Q2 | $505K | Buy |
2,747
+1,705
| +164% | +$313K | 0.07% | 246 |
|
|
2024
Q1 | $203K | Sell |
1,042
-95
| -8% | -$18.5K | 0.03% | 493 |
|
|
2023
Q4 | $212K | Buy |
1,137
+99
| +10% | +$18.5K | 0.03% | 472 |
|
|
2023
Q3 | $208K | Sell |
1,038
-20
| -2% | -$4K | 0.03% | 456 |
|
|
2023
Q2 | $264K | Sell |
1,058
-70
| -6% | -$17.5K | 0.04% | 417 |
|
|
2023
Q1 | $287K | Sell |
1,128
-206
| -15% | -$52.4K | 0.05% | 379 |
|
|
2022
Q4 | $309K | Buy |
1,334
+165
| +14% | +$38.2K | 0.05% | 341 |
|
|
2022
Q3 | $258K | Buy |
1,169
+8
| +0.7% | +$1.77K | 0.05% | 361 |
|
|
2022
Q2 | $250K | Buy |
1,161
+75
| +7% | +$16.2K | 0.05% | 375 |
|
|
2022
Q1 | $235K | Buy |
+1,086
| New | +$235K | 0.05% | 389 |
|