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 |
|