Zhang Financial’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Hold |
2,507
| – | – | 0.02% | 212 |
|
|
2025
Q1 | $429K | Hold |
2,507
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $425K | Hold |
2,507
| – | – | 0.02% | 212 |
|
|
2024
Q3 | $481K | Sell |
2,507
-206
| -8% | -$39.5K | 0.03% | 196 |
|
|
2024
Q2 | $499K | Buy |
2,713
+30
| +1% | +$5.52K | 0.03% | 185 |
|
|
2024
Q1 | $522K | Buy |
2,683
+176
| +7% | +$34.2K | 0.04% | 185 |
|
|
2023
Q4 | $467K | Sell |
2,507
-1
| -0% | -$186 | 0.04% | 187 |
|
|
2023
Q3 | $502K | Buy |
2,508
+900
| +56% | +$180K | 0.05% | 158 |
|
|
2023
Q2 | $402K | Buy |
1,608
+1
| +0.1% | +$250 | 0.04% | 176 |
|
|
2023
Q1 | $409K | Hold |
1,607
| – | – | 0.05% | 169 |
|
|
2022
Q4 | $372K | Sell |
1,607
-3
| -0.2% | -$695 | 0.05% | 173 |
|
|
2022
Q3 | $355K | Hold |
1,610
| – | – | 0.05% | 159 |
|
|
2022
Q2 | $346K | Hold |
1,610
| – | – | 0.06% | 164 |
|
|
2022
Q1 | $349K | Hold |
1,610
| – | – | 0.06% | 171 |
|
|
2021
Q4 | $311K | Buy |
1,610
+3
| +0.2% | +$580 | 0.06% | 163 |
|
|
2021
Q3 | $272K | Hold |
1,607
| – | – | 0.06% | 134 |
|
|
2021
Q2 | $280K | Hold |
1,607
| – | – | 0.07% | 113 |
|
|
2021
Q1 | $254K | Sell |
1,607
-487
| -23% | -$77K | 0.07% | 113 |
|
|
2020
Q4 | $319K | Buy |
+2,094
| New | +$319K | 0.1% | 84 |
|