Safe Harbor Fiduciary’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
2,800
+273
+11% +$45.3K 0.44% 46
2025
Q1
$432K Sell
2,527
-14
-0.6% -$2.39K 0.45% 53
2024
Q4
$430K Buy
2,541
+95
+4% +$16.1K 0.44% 47
2024
Q3
$469K Buy
+2,446
New +$469K 0.44% 49