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