KFG Wealth 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 | $912K | Buy |
5,493
+454
| +9% | +$75.3K | 0.15% | 79 |
|
|
2025
Q1 | $862K | Buy |
5,039
+682
| +16% | +$117K | 0.16% | 75 |
|
|
2024
Q4 | $738K | Buy |
4,357
+765
| +21% | +$130K | 0.14% | 86 |
|
|
2024
Q3 | $689K | Sell |
3,592
-57
| -2% | -$10.9K | 0.15% | 90 |
|
|
2024
Q2 | $671K | Buy |
3,649
+62
| +2% | +$11.4K | 0.27% | 71 |
|
|
2024
Q1 | $698K | Buy |
3,587
+321
| +10% | +$62.4K | 0.29% | 67 |
|
|
2023
Q4 | $609K | Sell |
3,266
-74
| -2% | -$13.8K | 0.28% | 62 |
|
|
2023
Q3 | $668K | Buy |
3,340
+1,049
| +46% | +$210K | 0.36% | 53 |
|
|
2023
Q2 | $572K | Buy |
2,291
+1,116
| +95% | +$279K | 0.33% | 52 |
|
|
2023
Q1 | $303K | Buy |
+1,175
| New | +$303K | 0.21% | 61 |
|