Wealthquest’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.22M | Hold |
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|
2024
Q3 | $1.38M | Hold |
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|
2024
Q2 | $1.32M | Hold |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.39M | Hold |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $2.12M | Hold |
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|
2023
Q1 | $2.16M | Hold |
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|
2022
Q4 | $1.97M | Hold |
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|
2022
Q3 | $1.87M | Hold |
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|
2022
Q2 | $1.83M | Hold |
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|
2022
Q1 | $1.64M | Hold |
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|
2021
Q4 | $1.64M | Hold |
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|
2021
Q3 | $1.44M | Hold |
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|
2021
Q2 | $1.48M | Hold |
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|
2021
Q1 | $1.34M | Hold |
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|
2020
Q4 | $1.29M | Hold |
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|
2020
Q3 | $1.22M | Hold |
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|
2020
Q2 | $1.1M | Buy |
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|
2019
Q4 | $1.25M | Hold |
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|
2019
Q3 | $1.32M | Hold |
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|
2019
Q2 | $1.14M | Hold |
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|
2019
Q1 | $976K | Hold |
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|
2018
Q4 | $911K | Buy |
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|
2015
Q3 | $756K | Hold |
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|
2015
Q2 | $731K | Hold |
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|
2015
Q1 | $830K | Hold |
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|
2014
Q4 | $855K | Buy |
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