YHB Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
1,320
| – | – | 0.02% | 292 |
|
|
2025
Q1 | $226K | Hold |
1,320
| – | – | 0.02% | 272 |
|
|
2024
Q4 | $224K | Hold |
1,320
| – | – | 0.02% | 266 |
|
|
2024
Q3 | $253K | Hold |
1,320
| – | – | 0.02% | 252 |
|
|
2024
Q2 | $243K | Buy |
1,320
+10
| +0.8% | +$1.84K | 0.02% | 259 |
|
|
2024
Q1 | $255K | Sell |
1,310
-50
| -4% | -$9.73K | 0.02% | 247 |
|
|
2023
Q4 | $254K | Buy |
1,360
+100
| +8% | +$18.6K | 0.02% | 239 |
|
|
2023
Q3 | $252K | Hold |
1,260
| – | – | 0.02% | 245 |
|
|
2023
Q2 | $315K | Buy |
1,260
+210
| +20% | +$52.4K | 0.03% | 223 |
|
|
2023
Q1 | $267K | Hold |
1,050
| – | – | 0.03% | 239 |
|
|
2022
Q4 | $243K | Hold |
1,050
| – | – | 0.03% | 255 |
|
|
2022
Q3 | $231K | Hold |
1,050
| – | – | 0.03% | 255 |
|
|
2022
Q2 | $226K | Hold |
1,050
| – | – | 0.02% | 254 |
|
|
2022
Q1 | $227K | Hold |
1,050
| – | – | 0.02% | 278 |
|
|
2021
Q4 | $203K | Buy |
+1,050
| New | +$203K | 0.02% | 308 |
|