Fragasso Financial 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 | $1.72M | Sell |
10,347
-2,184
| -17% | -$362K | 0.12% | 87 |
|
|
2025
Q1 | $2.14M | Sell |
12,531
-8,421
| -40% | -$1.44M | 0.16% | 69 |
|
|
2024
Q4 | $3.55M | Sell |
20,952
-1,232
| -6% | -$209K | 0.27% | 52 |
|
|
2024
Q3 | $4.25M | Buy |
22,184
+900
| +4% | +$173K | 0.33% | 45 |
|
|
2024
Q2 | $3.91M | Buy |
21,284
+346
| +2% | +$63.6K | 0.32% | 50 |
|
|
2024
Q1 | $4.07M | Buy |
20,938
+1,483
| +8% | +$288K | 0.34% | 60 |
|
|
2023
Q4 | $3.63M | Buy |
19,455
+4,248
| +28% | +$792K | 0.33% | 58 |
|
|
2023
Q3 | $3.04M | Buy |
15,207
+2,886
| +23% | +$577K | 0.32% | 57 |
|
|
2023
Q2 | $3.08M | Buy |
+12,321
| New | +$3.08M | 0.33% | 58 |
|