GeoWealth 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 | $484K | Buy |
2,916
+915
| +46% | +$152K | 0.02% | 411 |
|
2025
Q1 | $342K | Buy |
2,001
+371
| +23% | +$63.5K | 0.01% | 510 |
|
2024
Q4 | $276K | Buy |
1,630
+20
| +1% | +$3.39K | 0.01% | 647 |
|
2024
Q3 | $309K | Sell |
1,610
-8
| -0.5% | -$1.53K | 0.01% | 593 |
|
2024
Q2 | $297K | Buy |
+1,618
| New | +$297K | 0.01% | 577 |
|