Wealth Effects’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,642
Closed -$278K 209
2024
Q4
$278K Sell
1,642
-625
-28% -$106K 0.1% 165
2024
Q3
$435K Buy
2,267
+150
+7% +$28.8K 0.15% 119
2024
Q2
$389K Buy
+2,117
New +$389K 0.14% 124