Focus Partners 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 | $36.6M | Sell |
220,425
-7,337
| -3% | -$1.22M | 0.08% | 236 |
|
|
2025
Q1 | $39M | Buy |
227,762
+20,455
| +10% | +$3.5M | 0.1% | 207 |
|
|
2024
Q4 | $35.1M | Buy |
207,307
+89,938
| +77% | +$15.2M | 0.09% | 216 |
|
|
2024
Q3 | $22.5M | Buy |
117,369
+11,865
| +11% | +$2.28M | 0.07% | 270 |
|
|
2024
Q2 | $19.4M | Buy |
105,504
+100,399
| +1,967% | +$18.5M | 0.07% | 248 |
|
|
2024
Q1 | $993K | Buy |
5,105
+2,966
| +139% | +$577K | 0.01% | 599 |
|
|
2023
Q4 | $399K | Buy |
+2,139
| New | +$399K | 0.01% | 617 |
|