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Fulcrum Capital’s Hershey HSY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-39,354
Closed -$6.66M 112
2024
Q4
$6.66M Buy
39,354
+1,058
+3% +$179K 1.4% 23
2024
Q3
$7.34M Buy
38,296
+94
+0.2% +$18K 1.6% 25
2024
Q2
$7.02M Buy
38,202
+301
+0.8% +$55.3K 1.6% 25
2024
Q1
$7.37M Buy
37,901
+596
+2% +$116K 1.75% 20
2023
Q4
$6.96M Buy
37,305
+9,858
+36% +$1.84M 1.8% 22
2023
Q3
$5.49M Sell
27,447
-33
-0.1% -$6.6K 1.59% 22
2023
Q2
$6.86M Sell
27,480
-1,996
-7% -$498K 1.8% 20
2023
Q1
$7.5M Sell
29,476
-769
-3% -$196K 2.02% 19
2022
Q4
$7M Buy
30,245
+812
+3% +$188K 2.02% 18
2022
Q3
$6.49M Sell
29,433
-403
-1% -$88.8K 1.93% 23
2022
Q2
$6.42M Buy
+29,836
New +$6.42M 2.02% 20