Forum Financial Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Sell |
4,486
-311
| -6% | -$51.6K | 0.01% | 283 |
|
|
2025
Q1 | $820K | Buy |
4,797
+229
| +5% | +$39.2K | 0.01% | 237 |
|
|
2024
Q4 | $774K | Buy |
4,568
+438
| +11% | +$74.2K | 0.01% | 254 |
|
|
2024
Q3 | $792K | Buy |
4,130
+64
| +2% | +$12.3K | 0.01% | 220 |
|
|
2024
Q2 | $747K | Buy |
4,066
+44
| +1% | +$8.09K | 0.01% | 218 |
|
|
2024
Q1 | $782K | Buy |
4,022
+28
| +0.7% | +$5.45K | 0.01% | 226 |
|
|
2023
Q4 | $745K | Sell |
3,994
-9
| -0.2% | -$1.68K | 0.01% | 201 |
|
|
2023
Q3 | $801K | Buy |
4,003
+18
| +0.5% | +$3.6K | 0.02% | 185 |
|
|
2023
Q2 | $995K | Buy |
3,985
+17
| +0.4% | +$4.25K | 0.02% | 162 |
|
|
2023
Q1 | $1.01M | Buy |
+3,968
| New | +$1.01M | 0.03% | 142 |
|