Wealthspire Advisors (New York)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Sell |
4,851
-713
| -13% | -$150K | 0.01% | 409 |
|
|
2025
Q4 | $1.01M | Sell |
5,564
-3,222
| -37% | -$589K | 0.01% | 423 |
|
|
2025
Q3 | $1.64M | Buy |
8,786
+4,602
| +110% | +$836K | 0.01% | 306 |
|
|
2025
Q2 | $694K | Sell |
4,184
-8,148
| -66% | -$1.34M | ﹤0.01% | 458 |
|
|
2025
Q1 | $2.11M | Buy |
12,332
+6,383
| +107% | +$1.05M | 0.01% | 268 |
|
|
2024
Q4 | $1.01M | Buy |
5,949
+516
| +9% | +$92.5K | 0.01% | 370 |
|
|
2024
Q3 | $1.04M | Buy |
5,433
+434
| +9% | +$84.4K | 0.01% | 366 |
|
|
2024
Q2 | $919K | Sell |
4,999
-78
| -2% | -$15.1K | 0.01% | 326 |
|
|
2024
Q1 | $988K | Sell |
5,077
-1,249
| -20% | -$241K | 0.01% | 318 |
|
|
2023
Q4 | $1.18M | Buy |
6,326
+10
| +0.2% | +$1.9K | 0.02% | 282 |
|
|
2023
Q3 | $1.26M | Sell |
6,316
-1,811
| -22% | -$405K | 0.02% | 243 |
|
|
2023
Q2 | $2.03M | Buy |
8,127
+4,037
| +99% | +$1.06M | 0.03% | 150 |
|
|
2023
Q1 | $1.04M | Sell |
4,090
-3,668
| -47% | -$862K | 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% | +$692K | 0.04% | 154 |
|
|
2022
Q2 | $1.1M | Buy |
5,113
+1,239
| +32% | +$270K | 0.02% | 204 |
|
|
2022
Q1 | $839K | Sell |
3,874
-387
| -9% | -$78.6K | 0.02% | 209 |
|
|
2021
Q4 | $824K | Sell |
4,261
-271
| -6% | -$49.1K | 0.02% | 253 |
|
|
2021
Q3 | $767K | Buy |
4,532
+1,927
| +74% | +$340K | 0.02% | 286 |
|
|
2021
Q2 | $454K | Sell |
2,605
-2,648
| -50% | -$446K | 0.01% | 235 |
|
|
2021
Q1 | $831K | Buy |
5,253
+1,761
| +50% | +$265K | 0.02% | 293 |
|
|
2020
Q4 | $532K | Buy |
+3,492
| New | +$517K | 0.02% | 293 |
|
|
2020
Q2 | – | Sell |
-4,176
| Closed | -$553K | – | 386 |
|
|
2020
Q1 | $553K | Buy |
+4,176
| New | +$616K | 0.02% | 279 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | – | – | 381 |
|
|
2018
Q4 | $0 | Buy |
+3
| New | +$319 | ﹤0.01% | 896 |
|
Other funds holding HSY
VCM
VPM
