WA
WealthTrust Axiom’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
1,495
+55
| +4% | +$9.13K | 0.07% | 208 |
|
|
2025
Q1 | $246K | Hold |
1,440
| – | – | 0.08% | 211 |
|
|
2024
Q4 | $244K | Buy |
1,440
+30
| +2% | +$5.08K | 0.07% | 207 |
|
|
2024
Q3 | $270K | Hold |
1,410
| – | – | 0.08% | 194 |
|
|
2024
Q2 | $259K | Buy |
1,410
+35
| +3% | +$6.43K | 0.09% | 192 |
|
|
2024
Q1 | $267K | Hold |
1,375
| – | – | 0.09% | 191 |
|
|
2023
Q4 | $256K | Hold |
1,375
| – | – | 0.09% | 193 |
|
|
2023
Q3 | $275K | Sell |
1,375
-1,386
| -50% | -$277K | 0.1% | 179 |
|
|
2023
Q2 | $689K | Hold |
2,761
| – | – | 0.23% | 96 |
|
|
2023
Q1 | $702K | Hold |
2,761
| – | – | 0.24% | 95 |
|
|
2022
Q4 | $639K | Hold |
2,761
| – | – | 0.22% | 96 |
|
|
2022
Q3 | $608K | Hold |
2,761
| – | – | 0.23% | 93 |
|
|
2022
Q2 | $594K | Hold |
2,761
| – | – | 0.21% | 100 |
|
|
2022
Q1 | $598K | Buy |
2,761
+400
| +17% | +$86.6K | 0.19% | 111 |
|
|
2021
Q4 | $456K | Hold |
2,361
| – | – | 0.15% | 138 |
|
|
2021
Q3 | $399K | Hold |
2,361
| – | – | 0.14% | 143 |
|
|
2021
Q2 | $411K | Hold |
2,361
| – | – | 0.13% | 142 |
|
|
2021
Q1 | $373K | Hold |
2,361
| – | – | 0.13% | 143 |
|
|
2020
Q4 | $359K | Hold |
2,361
| – | – | 0.13% | 141 |
|
|
2020
Q3 | $338K | Hold |
2,361
| – | – | 0.15% | 125 |
|
|
2020
Q2 | $306K | Buy |
2,361
+100
| +4% | +$13K | 0.13% | 134 |
|
|
2020
Q1 | $299K | Sell |
2,261
-125
| -5% | -$16.5K | 0.15% | 120 |
|
|
2019
Q4 | $350K | Hold |
2,386
| – | – | 0.12% | 130 |
|
|
2019
Q3 | $369K | Hold |
2,386
| – | – | 0.13% | 129 |
|
|
2019
Q2 | $319K | Hold |
2,386
| – | – | 0.11% | 147 |
|
|
2019
Q1 | $273K | Hold |
2,386
| – | – | 0.1% | 160 |
|
|
2018
Q4 | $255K | Sell |
2,386
-5
| -0.2% | -$534 | 0.1% | 158 |
|
|
2018
Q3 | $243K | Sell |
2,391
-20
| -0.8% | -$2.03K | 0.08% | 187 |
|
|
2018
Q2 | $224K | Hold |
2,411
| – | – | 0.08% | 191 |
|
|
2018
Q1 | $238K | Buy |
2,411
+90
| +4% | +$8.88K | 0.09% | 185 |
|
|
2017
Q4 | $263K | Hold |
2,321
| – | – | 0.1% | 177 |
|
|
2017
Q3 | $253K | Sell |
2,321
-50
| -2% | -$5.45K | 0.1% | 177 |
|
|
2017
Q2 | $254K | Hold |
2,371
| – | – | 0.1% | 181 |
|
|
2017
Q1 | $259K | Buy |
2,371
+180
| +8% | +$19.7K | 0.09% | 183 |
|
|
2016
Q4 | $226K | Buy |
+2,191
| New | +$226K | 0.08% | 185 |
|