Forte Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,409
| Closed | -$408K | – | 238 |
|
|
2024
Q4 | $408K | Sell |
2,409
-665
| -22% | -$113K | 0.05% | 181 |
|
|
2024
Q3 | $590K | Buy |
3,074
+635
| +26% | +$122K | 0.07% | 156 |
|
|
2024
Q2 | $448K | Buy |
2,439
+35
| +1% | +$6.44K | 0.05% | 166 |
|
|
2024
Q1 | $468K | Buy |
2,404
+428
| +22% | +$83.3K | 0.06% | 164 |
|
|
2023
Q4 | $368K | Sell |
1,976
-180
| -8% | -$33.6K | 0.05% | 169 |
|
|
2023
Q3 | $431K | Sell |
2,156
-5
| -0.2% | -$1K | 0.07% | 145 |
|
|
2023
Q2 | $540K | Buy |
2,161
+95
| +5% | +$23.7K | 0.08% | 130 |
|
|
2023
Q1 | $526K | Buy |
2,066
+170
| +9% | +$43.3K | 0.08% | 132 |
|
|
2022
Q4 | $439K | Buy |
1,896
+95
| +5% | +$22K | 0.08% | 143 |
|
|
2022
Q3 | $397K | Buy |
+1,801
| New | +$397K | 0.07% | 139 |
|