Wealthspire Advisors (New York)’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$694K Sell
4,184
-8,148
-66% -$1.35M ﹤0.01% 458
2025
Q1
$2.11M Buy
12,332
+6,383
+107% +$1.09M 0.01% 268
2024
Q4
$1.01M Buy
5,949
+516
+9% +$87.4K 0.01% 370
2024
Q3
$1.04M Buy
5,433
+434
+9% +$83.2K 0.01% 366
2024
Q2
$919K Sell
4,999
-78
-2% -$14.3K 0.01% 326
2024
Q1
$988K Sell
5,077
-1,249
-20% -$243K 0.01% 318
2023
Q4
$1.18M Buy
6,326
+10
+0.2% +$1.86K 0.02% 282
2023
Q3
$1.26M Sell
6,316
-1,811
-22% -$362K 0.02% 243
2023
Q2
$2.03M Buy
8,127
+4,037
+99% +$1.01M 0.03% 150
2023
Q1
$1.04M Sell
4,090
-3,668
-47% -$933K 0.02% 236
2022
Q4
$1.8M Sell
7,758
-442
-5% -$102K 0.03% 166
2022
Q3
$1.81M Buy
8,200
+3,087
+60% +$681K 0.04% 154
2022
Q2
$1.1M Buy
5,113
+1,239
+32% +$267K 0.02% 204
2022
Q1
$839K Sell
3,874
-387
-9% -$83.8K 0.02% 209
2021
Q4
$824K Sell
4,261
-271
-6% -$52.4K 0.02% 253
2021
Q3
$767K Buy
4,532
+1,927
+74% +$326K 0.02% 286
2021
Q2
$454K Sell
2,605
-2,648
-50% -$461K 0.01% 235
2021
Q1
$831K Buy
5,253
+1,761
+50% +$279K 0.02% 293
2020
Q4
$532K Buy
+3,492
New +$532K 0.02% 293
2020
Q2
Sell
-4,176
Closed -$553K 385
2020
Q1
$553K Buy
+4,176
New +$553K 0.02% 278
2019
Q1
Sell
-3
Closed 382
2018
Q4
$0 Buy
+3
New ﹤0.01% 896