Claris 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
Sell
-1,329
Closed -$225K 145
2025
Q1
$225K Hold
1,329
0.15% 148
2024
Q4
$225K Buy
+1,329
New +$225K 0.15% 148