Wealth Enhancement Advisory Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.51M | Sell |
55,186
-7,904
| -13% | -$1.67M | 0.02% | 602 |
|
|
2025
Q4 | $11.3M | Sell |
63,090
-11,878
| -16% | -$2.17M | 0.02% | 657 |
|
|
2025
Q3 | $14.6M | Sell |
74,968
-688
| -0.9% | -$125K | 0.02% | 529 |
|
|
2025
Q2 | $13.4M | Sell |
75,656
-15,814
| -17% | -$2.61M | 0.02% | 543 |
|
|
2025
Q1 | $15.6M | Sell |
91,470
-7,772
| -8% | -$1.27M | 0.03% | 469 |
|
|
2024
Q4 | $16.8M | Sell |
99,242
-2,382
| -2% | -$427K | 0.03% | 411 |
|
|
2024
Q3 | $19.5M | Buy |
101,624
+16,345
| +19% | +$3.18M | 0.04% | 357 |
|
|
2024
Q2 | $15.7M | Buy |
85,279
+35,872
| +73% | +$6.94M | 0.04% | 380 |
|
|
2024
Q1 | $9.61M | Buy |
49,407
+18,968
| +62% | +$3.66M | 0.02% | 490 |
|
|
2023
Q4 | $5.68M | Buy |
30,439
+1,053
| +4% | +$200K | 0.02% | 578 |
|
|
2023
Q3 | $5.88M | Buy |
29,386
+23,295
| +382% | +$5.21M | 0.02% | 543 |
|
|
2023
Q2 | $1.52M | Buy |
6,091
+443
| +8% | +$116K | 0.02% | 230 |
|
|
2023
Q1 | $1.44M | Buy |
5,648
+465
| +9% | +$109K | 0.02% | 261 |
|
|
2022
Q4 | $1.16M | Sell |
5,183
-68,959
| -93% | -$15.9M | 0.01% | 206 |
|
|
2022
Q3 | $16.4M | Buy |
74,142
+66,434
| +862% | +$14.9M | 0.23% | 62 |
|
|
2022
Q2 | $1.69M | Buy |
+7,708
| New | +$1.68M | 0.02% | 212 |
|
|
2021
Q3 | – | Sell |
-45,322
| Closed | -$8.13M | – | 309 |
|
|
2021
Q2 | $8.13M | Buy |
45,322
+5,190
| +13% | +$874K | 0.13% | 78 |
|
|
2021
Q1 | $6.45M | Buy |
40,132
+1,314
| +3% | +$198K | 0.12% | 81 |
|
|
2020
Q4 | $5.76M | Buy |
38,818
+27,434
| +241% | +$4.06M | 0.13% | 65 |
|
|
2020
Q3 | $1.69M | Buy |
11,384
+5,342
| +88% | +$758K | 0.04% | 134 |
|
|
2020
Q2 | $837K | Buy |
+6,042
| New | +$812K | 0.02% | 176 |
|
|
2020
Q1 | – | Sell |
-11,808
| Closed | -$1.74M | – | 246 |
|
|
2019
Q4 | $1.74M | Buy |
+11,808
| New | +$1.75M | 0.06% | 123 |
|
|
2019
Q3 | – | Sell |
-14,907
| Closed | -$2.27M | – | 217 |
|
|
2019
Q2 | $2.27M | Sell |
14,907
-475
| -3% | -$60.3K | 0.1% | 86 |
|
|
2019
Q1 | $1.8M | Buy |
+15,382
| New | +$1.67M | 0.1% | 86 |
|
|
2018
Q3 | – | Sell |
-10,090
| Closed | -$948K | – | 183 |
|
|
2018
Q2 | $948K | Buy |
+10,090
| New | +$941K | 0.06% | 131 |
|
|
2015
Q1 | – | Sell |
-8,027
| Closed | -$834K | – | 111 |
|
|
2014
Q4 | $834K | Buy |
+8,027
| New | +$782K | 0.33% | 53 |
|
Other funds holding HSY
VCM
VPM
