Wealthquest’s Hershey HSY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Buy	7,213 +1	+0%	+$166	0.09%	44
2025 Q1	$1.23M	Buy	7,212 +11	+0.2%	+$1.88K	0.1%	41
2024 Q4	$1.22M	Hold	7,201	–	–	0.1%	46
2024 Q3	$1.38M	Hold	7,201	–	–	0.12%	41
2024 Q2	$1.32M	Hold	7,201	–	–	0.14%	41
2024 Q1	$1.4M	Sell	7,201 -263	-4%	-$51.2K	0.15%	40
2023 Q4	$1.39M	Hold	7,464	–	–	0.15%	42
2023 Q3	$1.49M	Sell	7,464 -1,036	-12%	-$207K	0.18%	40
2023 Q2	$2.12M	Hold	8,500	–	–	0.25%	35
2023 Q1	$2.16M	Hold	8,500	–	–	0.28%	33
2022 Q4	$1.97M	Hold	8,500	–	–	0.25%	36
2022 Q3	$1.87M	Hold	8,500	–	–	0.26%	38
2022 Q2	$1.83M	Hold	8,500	–	–	0.28%	41
2022 Q1	$1.64M	Hold	8,500	–	–	0.25%	40
2021 Q4	$1.64M	Hold	8,500	–	–	0.25%	40
2021 Q3	$1.44M	Hold	8,500	–	–	0.24%	39
2021 Q2	$1.48M	Hold	8,500	–	–	0.25%	39
2021 Q1	$1.34M	Hold	8,500	–	–	0.25%	41
2020 Q4	$1.29M	Hold	8,500	–	–	0.28%	37
2020 Q3	$1.22M	Hold	8,500	–	–	0.3%	33
2020 Q2	$1.1M	Buy	+8,500	New	+$1.1M	0.28%	40
2019 Q4	$1.25M	Hold	8,500	–	–	0.36%	50
2019 Q3	$1.32M	Hold	8,500	–	–	0.44%	45
2019 Q2	$1.14M	Hold	8,500	–	–	0.43%	45
2019 Q1	$976K	Hold	8,500	–	–	0.37%	51
2018 Q4	$911K	Buy	+8,500	New	+$911K	0.37%	49
2015 Q3	$756K	Hold	8,230	–	–	1.37%	10
2015 Q2	$731K	Hold	8,230	–	–	1.07%	12
2015 Q1	$830K	Hold	8,230	–	–	1.2%	12
2014 Q4	$855K	Buy	+8,230	New	+$855K	0.87%	13