Morningstar Investment Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,594
| Closed | -$661K | – | 227 |
|
|
2024
Q2 | $661K | Hold |
3,594
| – | – | 0.07% | 110 |
|
|
2024
Q1 | $699K | Hold |
3,594
| – | – | 0.08% | 108 |
|
|
2023
Q4 | $670K | Buy |
3,594
+246
| +7% | +$45.9K | 0.08% | 109 |
|
|
2023
Q3 | $670K | Hold |
3,348
| – | – | 0.09% | 82 |
|
|
2023
Q2 | $836K | Buy |
+3,348
| New | +$836K | 0.11% | 71 |
|