MWM
Moran Wealth Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
88,419
-1,382
| -2% | -$229K | 0.45% | 65 |
|
|
2025
Q1 | $15.4M | Buy |
89,801
+4,680
| +5% | +$800K | 0.52% | 59 |
|
|
2024
Q4 | $14.4M | Sell |
85,121
-3,343
| -4% | -$566K | 0.46% | 76 |
|
|
2024
Q3 | $17M | Buy |
88,464
+979
| +1% | +$188K | 0.52% | 66 |
|
|
2024
Q2 | $16.1M | Buy |
87,485
+798
| +0.9% | +$147K | 0.53% | 64 |
|
|
2024
Q1 | $16.9M | Sell |
86,687
-161
| -0.2% | -$31.3K | 0.55% | 57 |
|
|
2023
Q4 | $16.2M | Sell |
86,848
-104,909
| -55% | -$19.6M | 0.58% | 53 |
|
|
2023
Q3 | $38.4M | Buy |
191,757
+27,757
| +17% | +$5.55M | 1.49% | 8 |
|
|
2023
Q2 | $41M | Sell |
164,000
-7,763
| -5% | -$1.94M | 1.54% | 3 |
|
|
2023
Q1 | $43.7M | Sell |
171,763
-2,518
| -1% | -$641K | 1.65% | 1 |
|
|
2022
Q4 | $40.4M | Buy |
+174,281
| New | +$40.4M | 1.53% | 5 |
|