Wealth Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $786K | Buy |
4,738
+193
| +4% | +$32K | 0.78% | 34 |
|
2025
Q1 | $777K | Buy |
4,545
+321
| +8% | +$54.9K | 0.5% | 46 |
|
2024
Q4 | $715K | Buy |
4,224
+93
| +2% | +$15.7K | 0.46% | 50 |
|
2024
Q3 | $792K | Buy |
4,131
+51
| +1% | +$9.78K | 0.53% | 46 |
|
2024
Q2 | $750K | Buy |
4,080
+124
| +3% | +$22.8K | 0.54% | 44 |
|
2024
Q1 | $769K | Buy |
+3,956
| New | +$769K | 0.58% | 44 |
|