Wellington Shields & Co’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
1,700
-200
| -11% | -$33.2K | 0.08% | 187 |
|
|
2025
Q1 | $325K | Buy |
1,900
+100
| +6% | +$17.1K | 0.1% | 165 |
|
|
2024
Q4 | $305K | Buy |
1,800
+100
| +6% | +$16.9K | 0.09% | 166 |
|
|
2024
Q3 | $326K | Hold |
1,700
| – | – | 0.1% | 168 |
|
|
2024
Q2 | $313K | Buy |
+1,700
| New | +$313K | 0.1% | 160 |
|
|
2023
Q3 | – | Sell |
-800
| Closed | -$200K | – | 295 |
|
|
2023
Q2 | $200K | Hold |
800
| – | – | 0.05% | 206 |
|
|
2023
Q1 | $204K | Buy |
+800
| New | +$204K | 0.05% | 206 |
|