Wescott Financial Advisory Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
9,442
-609
| -6% | -$101K | 0.15% | 67 |
|
|
2025
Q1 | $1.72M | Buy |
10,051
+58
| +0.6% | +$9.92K | 0.18% | 60 |
|
|
2024
Q4 | $1.69M | Sell |
9,993
-8
| -0.1% | -$1.36K | 0.18% | 62 |
|
|
2024
Q3 | $1.92M | Sell |
10,001
-19
| -0.2% | -$3.64K | 0.21% | 57 |
|
|
2024
Q2 | $1.84M | Buy |
10,020
+1,848
| +23% | +$340K | 0.21% | 56 |
|
|
2024
Q1 | $1.59M | Buy |
8,172
+127
| +2% | +$24.7K | 0.2% | 59 |
|
|
2023
Q4 | $1.5M | Sell |
8,045
-825
| -9% | -$154K | 0.21% | 56 |
|
|
2023
Q3 | $1.77M | Hold |
8,870
| – | – | 0.32% | 50 |
|
|
2023
Q2 | $2.21M | Buy |
8,870
+5,127
| +137% | +$1.28M | 0.39% | 45 |
|
|
2023
Q1 | $952K | Sell |
3,743
-9
| -0.2% | -$2.29K | 0.21% | 67 |
|
|
2022
Q4 | $869K | Hold |
3,752
| – | – | 0.19% | 70 |
|
|
2022
Q3 | $827K | Buy |
3,752
+100
| +3% | +$22K | 0.23% | 58 |
|
|
2022
Q2 | $786K | Buy |
3,652
+9
| +0.2% | +$1.94K | 0.21% | 62 |
|
|
2022
Q1 | $789K | Hold |
3,643
| – | – | 0.2% | 63 |
|
|
2021
Q4 | $705K | Hold |
3,643
| – | – | 0.36% | 33 |
|
|
2021
Q3 | $617K | Hold |
3,643
| – | – | 0.35% | 34 |
|
|
2021
Q2 | $643K | Sell |
3,643
-111
| -3% | -$19.6K | 0.38% | 30 |
|
|
2021
Q1 | $594K | Hold |
3,754
| – | – | 0.39% | 29 |
|
|
2020
Q4 | $572K | Buy |
+3,754
| New | +$572K | 0.4% | 26 |
|