Benchmark 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
Q1 | $513K | Buy |
+3,000
| New | +$513K | 0.33% | 62 |
|
2024
Q4 | – | Sell |
-3,400
| Closed | -$652K | – | 90 |
|
2024
Q3 | $652K | Hold |
3,400
| – | – | 0.46% | 52 |
|
2024
Q2 | $625K | Sell |
3,400
-100
| -3% | -$18.4K | 0.45% | 53 |
|
2024
Q1 | $681K | Hold |
3,500
| – | – | 0.54% | 47 |
|
2023
Q4 | $653K | Buy |
+3,500
| New | +$653K | 0.6% | 45 |
|