Monte Financial Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.86M | Buy |
41,365
+251
| +0.6% | +$41.7K | 2.67% | 8 |
|
2025
Q1 | $6.85M | Buy |
41,114
+3,151
| +8% | +$525K | 3% | 4 |
|
2024
Q4 | $6.43M | Buy |
37,963
+5,671
| +18% | +$960K | 2.75% | 8 |
|
2024
Q3 | $6.19M | Buy |
32,292
+174
| +0.5% | +$33.4K | 2.57% | 10 |
|
2024
Q2 | $5.9M | Buy |
32,118
+966
| +3% | +$178K | 2.61% | 9 |
|
2024
Q1 | $6.06M | Buy |
31,152
+15,116
| +94% | +$2.94M | 2.65% | 10 |
|
2023
Q4 | $2.99M | Buy |
+16,036
| New | +$2.99M | 1.4% | 33 |
|