Avantra Family Wealth’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
1,540
+1
+0.1% +$166 0.21% 117
2025
Q1
$263K Buy
1,539
+2
+0.1% +$342 0.25% 129
2024
Q4
$260K Buy
+1,537
New +$260K 0.24% 129