Morton Brown Family Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48K | Hold |
27
| – | – | ﹤0.01% | 241 |
|
|
2025
Q1 | $4.62K | Hold |
27
| – | – | ﹤0.01% | 239 |
|
|
2024
Q4 | $4.57K | Hold |
27
| – | – | ﹤0.01% | 207 |
|
|
2024
Q3 | $5.18K | Hold |
27
| – | – | ﹤0.01% | 198 |
|
|
2024
Q2 | $5.22K | Hold |
27
| – | – | ﹤0.01% | 173 |
|
|
2024
Q1 | $5.25K | Sell |
27
-300
| -92% | -$58.4K | ﹤0.01% | 176 |
|
|
2023
Q4 | $61K | Buy |
327
+300
| +1,111% | +$55.9K | 0.03% | 91 |
|
|
2023
Q3 | $5.4K | Hold |
27
| – | – | ﹤0.01% | 148 |
|
|
2023
Q2 | $6.74K | Hold |
27
| – | – | ﹤0.01% | 133 |
|
|
2023
Q1 | $6.87K | Hold |
27
| – | – | ﹤0.01% | 148 |
|
|
2022
Q4 | $6.25K | Hold |
27
| – | – | ﹤0.01% | 130 |
|
|
2022
Q3 | $6K | Sell |
27
-2
| -7% | -$444 | ﹤0.01% | 136 |
|
|
2022
Q2 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 137 |
|