Williams Jones Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
7,227
+25
| +0.3% | +$4.15K | 0.01% | 235 |
|
|
2025
Q1 | $1.23M | Hold |
7,202
| – | – | 0.02% | 222 |
|
|
2024
Q4 | $1.22M | Sell |
7,202
-48
| -0.7% | -$8.13K | 0.01% | 232 |
|
|
2024
Q3 | $1.39M | Buy |
7,250
+40
| +0.6% | +$7.67K | 0.02% | 228 |
|
|
2024
Q2 | $1.33M | Hold |
7,210
| – | – | 0.02% | 233 |
|
|
2024
Q1 | $1.4M | Buy |
7,210
+30
| +0.4% | +$5.84K | 0.02% | 230 |
|
|
2023
Q4 | $1.34M | Hold |
7,180
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $1.44M | Hold |
7,180
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $1.79M | Hold |
7,180
| – | – | 0.03% | 206 |
|
|
2023
Q1 | $1.83M | Sell |
7,180
-6
| -0.1% | -$1.53K | 0.03% | 212 |
|
|
2022
Q4 | $1.66M | Buy |
7,186
+6
| +0.1% | +$1.39K | 0.03% | 216 |
|
|
2022
Q3 | $1.58M | Hold |
7,180
| – | – | 0.03% | 221 |
|
|
2022
Q2 | $1.55M | Buy |
+7,180
| New | +$1.55M | 0.03% | 226 |
|
|
2020
Q1 | – | Sell |
-1,964
| Closed | -$289K | – | 408 |
|
|
2019
Q4 | $289K | Hold |
1,964
| – | – | 0.01% | 363 |
|
|
2019
Q3 | $304K | Buy |
+1,964
| New | +$304K | 0.01% | 332 |
|