FAM
Formidable Asset Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Hold |
3,976
| – | – | 0.11% | 174 |
|
|
2025
Q1 | $680K | Buy |
3,976
+2
| +0.1% | +$342 | 0.11% | 181 |
|
|
2024
Q4 | $673K | Sell |
3,974
-376
| -9% | -$63.7K | 0.11% | 180 |
|
|
2024
Q3 | $834K | Hold |
4,350
| – | – | 0.13% | 149 |
|
|
2024
Q2 | $800K | Buy |
4,350
+343
| +9% | +$63K | 0.13% | 155 |
|
|
2024
Q1 | $779K | Hold |
4,007
| – | – | 0.13% | 165 |
|
|
2023
Q4 | $747K | Hold |
4,007
| – | – | 0.16% | 124 |
|
|
2023
Q3 | $802K | Hold |
4,007
| – | – | 0.18% | 113 |
|
|
2023
Q2 | $1M | Hold |
4,007
| – | – | 0.22% | 82 |
|
|
2023
Q1 | $1.03M | Hold |
4,007
| – | – | 0.22% | 83 |
|
|
2022
Q4 | $928K | Sell |
4,007
-9
| -0.2% | -$2.08K | 0.21% | 91 |
|
|
2022
Q3 | $940K | Hold |
4,016
| – | – | 0.22% | 85 |
|
|
2022
Q2 | $864K | Hold |
4,016
| – | – | 0.19% | 101 |
|
|
2022
Q1 | $870K | Hold |
4,016
| – | – | 0.17% | 110 |
|
|
2021
Q4 | $781K | Sell |
4,016
-12
| -0.3% | -$2.33K | 0.15% | 127 |
|
|
2021
Q3 | $682K | Hold |
4,028
| – | – | 0.13% | 157 |
|
|
2021
Q2 | $721K | Hold |
4,028
| – | – | 0.15% | 134 |
|
|
2021
Q1 | $639K | Hold |
4,028
| – | – | 0.14% | 140 |
|
|
2020
Q4 | $609K | Hold |
4,028
| – | – | 0.14% | 132 |
|
|
2020
Q3 | $576K | Sell |
4,028
-100
| -2% | -$14.3K | 0.17% | 116 |
|
|
2020
Q2 | $543K | Buy |
4,128
+311
| +8% | +$40.9K | 0.16% | 125 |
|
|
2020
Q1 | $506K | Hold |
3,817
| – | – | 0.2% | 103 |
|
|
2019
Q4 | $580K | Buy |
+3,817
| New | +$580K | 0.18% | 111 |
|
|
2019
Q3 | – | Sell |
-3,339
| Closed | -$507K | – | 175 |
|
|
2019
Q2 | $507K | Buy |
+3,339
| New | +$507K | 0.17% | 115 |
|
|
2017
Q4 | – | Sell |
-3,868
| Closed | -$422K | – | 144 |
|
|
2017
Q3 | $422K | Sell |
3,868
-150
| -4% | -$16.4K | 0.18% | 120 |
|
|
2017
Q2 | $431K | Sell |
4,018
-570
| -12% | -$61.1K | 0.21% | 97 |
|
|
2017
Q1 | $491K | Sell |
4,588
-210
| -4% | -$22.5K | 0.21% | 110 |
|
|
2016
Q4 | $496K | Sell |
4,798
-381
| -7% | -$39.4K | 0.25% | 101 |
|
|
2016
Q3 | $495K | Buy |
5,179
+46
| +0.9% | +$4.4K | 0.25% | 99 |
|
|
2016
Q2 | $560K | Buy |
5,133
+403
| +9% | +$44K | 0.31% | 92 |
|
|
2016
Q1 | $432K | Sell |
4,730
-220
| -4% | -$20.1K | 0.3% | 82 |
|
|
2015
Q4 | $434K | Buy |
+4,950
| New | +$434K | 0.3% | 78 |
|