Fortis Group Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
702
-30
| -4% | -$4.98K | 0.02% | 223 |
|
|
2025
Q1 | $125K | Hold |
732
| – | – | 0.02% | 193 |
|
|
2024
Q4 | $124K | Hold |
732
| – | – | 0.02% | 193 |
|
|
2024
Q3 | $140K | Hold |
732
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $135K | Hold |
732
| – | – | 0.03% | 183 |
|
|
2024
Q1 | $142K | Sell |
732
-15,491
| -95% | -$3.01M | 0.03% | 198 |
|
|
2023
Q4 | $4.03M | Buy |
16,223
+732
| +5% | +$182K | 1% | 17 |
|
|
2023
Q3 | $3.9M | Sell |
15,491
-8,873
| -36% | -$2.23M | 1.2% | 16 |
|
|
2023
Q2 | $6.08M | Buy |
24,364
+9,430
| +63% | +$2.35M | 1.61% | 16 |
|
|
2023
Q1 | $4.08M | Buy |
+14,934
| New | +$4.08M | 1.23% | 18 |
|
|
2020
Q3 | $130K | Buy |
+910
| New | +$130K | 0.03% | 191 |
|