Klein Pavlis & Peasley Financial’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
10,584
+3,336
| +46% | +$554K | 1.17% | 30 |
|
|
2025
Q1 | $1.23M | Buy |
7,248
+66
| +0.9% | +$11.2K | 0.89% | 38 |
|
|
2024
Q4 | $1.22M | Buy |
7,182
+104
| +1% | +$17.6K | 0.98% | 34 |
|
|
2024
Q3 | $1.36M | Sell |
7,078
-60
| -0.8% | -$11.5K | 1.09% | 33 |
|
|
2024
Q2 | $1.31M | Buy |
7,138
+3,177
| +80% | +$584K | 1.17% | 33 |
|
|
2024
Q1 | $770K | Buy |
3,961
+13
| +0.3% | +$2.53K | 0.7% | 50 |
|
|
2023
Q4 | $736K | Buy |
+3,948
| New | +$736K | 0.69% | 56 |
|