Fortis Capital 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 | – | Sell |
-8,421
| Closed | -$1.63M | – | 274 |
|
|
2024
Q4 | $1.63M | Buy |
8,421
+2,018
| +32% | +$390K | 0.56% | 32 |
|
|
2024
Q3 | $1.23M | Sell |
6,403
-1,351
| -17% | -$259K | 0.41% | 49 |
|
|
2024
Q2 | $1.43M | Buy |
+7,754
| New | +$1.43M | 0.51% | 32 |
|
|
2023
Q2 | – | Sell |
-382
| Closed | -$97.2K | – | 332 |
|
|
2023
Q1 | $97.2K | Buy |
+382
| New | +$97.2K | 0.05% | 189 |
|