Forvis Mazars Wealth 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 | $720K | Hold |
4,340
| – | – | 0.02% | 237 |
|
|
2025
Q1 | $742K | Sell |
4,340
-233
| -5% | -$39.9K | 0.02% | 233 |
|
|
2024
Q4 | $774K | Hold |
4,573
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $877K | Sell |
4,573
-5
| -0.1% | -$959 | 0.02% | 246 |
|
|
2024
Q2 | $842K | Sell |
4,578
-186
| -4% | -$34.2K | 0.02% | 224 |
|
|
2024
Q1 | $927K | Sell |
4,764
-28
| -0.6% | -$5.45K | 0.02% | 219 |
|
|
2023
Q4 | $893K | Sell |
4,792
-165
| -3% | -$30.8K | 0.02% | 214 |
|
|
2023
Q3 | $992K | Buy |
4,957
+113
| +2% | +$22.6K | 0.03% | 205 |
|
|
2023
Q2 | $1.21M | Buy |
+4,844
| New | +$1.21M | 0.04% | 200 |
|