WFA of San Diego’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81K | Buy |
+35
| New | +$5.81K | ﹤0.01% | 355 |
|
|
2024
Q3 | $141K | Hold |
735
| – | – | 0.12% | 103 |
|
|
2024
Q2 | $135K | Buy |
+735
| New | +$135K | 0.12% | 102 |
|
|
2023
Q3 | $187K | Hold |
937
| – | – | 0.19% | 81 |
|
|
2023
Q2 | $234K | Sell |
937
-100
| -10% | -$25K | 0.23% | 76 |
|
|
2023
Q1 | $264K | Buy |
1,037
+37
| +4% | +$9.41K | 0.28% | 67 |
|
|
2022
Q4 | $232K | Hold |
1,000
| – | – | 0.18% | 85 |
|
|
2022
Q3 | $220K | Buy |
1,000
+965
| +2,757% | +$212K | 0.2% | 84 |
|
|
2022
Q2 | $8K | Buy |
+35
| New | +$8K | 0.01% | 289 |
|
|
2022
Q1 | – | Sell |
-1,144
| Closed | -$221K | – | 114 |
|
|
2021
Q4 | $221K | Buy |
+1,144
| New | +$221K | 0.13% | 109 |
|
|
2020
Q3 | – | Sell |
-3,817
| Closed | -$580K | – | 150 |
|
|
2020
Q2 | $580K | Buy |
+3,817
| New | +$580K | 0.14% | 143 |
|