Ken Fisher’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $293K | Buy |
1,766
+526
| +42% | +$87.3K | ﹤0.01% | 891 |
|
2025
Q1 | $212K | Sell |
1,240
-153
| -11% | -$26.2K | ﹤0.01% | 972 |
|
2024
Q4 | $236K | Buy |
+1,393
| New | +$236K | ﹤0.01% | 919 |
|
2024
Q3 | – | Sell |
-3,145
| Closed | -$578K | – | 961 |
|
2024
Q2 | $578K | Buy |
+3,145
| New | +$578K | ﹤0.01% | 758 |
|
2024
Q1 | – | Sell |
-1,326
| Closed | -$247K | – | 995 |
|
2023
Q4 | $247K | Buy |
1,326
+10
| +0.8% | +$1.87K | ﹤0.01% | 907 |
|
2023
Q3 | $263K | Sell |
1,316
-184
| -12% | -$36.8K | ﹤0.01% | 960 |
|
2023
Q2 | $375K | Buy |
1,500
+525
| +54% | +$131K | ﹤0.01% | 909 |
|
2023
Q1 | $248K | Buy |
+975
| New | +$248K | ﹤0.01% | 945 |
|
2020
Q1 | – | Sell |
-1,400
| Closed | -$206K | – | 815 |
|
2019
Q4 | $206K | Buy |
+1,400
| New | +$206K | ﹤0.01% | 787 |
|