Venturi Wealth Management’s Hershey HSY Stock Holding History

Venturi Wealth Management’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-435	Closed	-$73.7K	–	1152
2024 Q4	$73.7K	Buy	435 +358	+465%	+$64.2K	﹤0.01%	891
2024 Q3	$14.8K	Sell	77 -25	-25%	-$4.86K	﹤0.01%	1102
2024 Q2	$18.8K	Sell	102 -22	-18%	-$4.26K	﹤0.01%	957
2024 Q1	$24.1K	Buy	124 +55	+80%	+$10.6K	﹤0.01%	689
2023 Q4	$12.9K	Sell	69 -30	-30%	-$5.68K	﹤0.01%	816
2023 Q3	$19.8K	Buy	99 +82	+482%	+$18.4K	﹤0.01%	626
2023 Q2	$4.25K	Buy	17 +12	+240%	+$3.15K	﹤0.01%	787
2023 Q1	$1.27K	Buy	+5	New	+$1.18K	﹤0.01%	1078
2020 Q2	–	Sell	-2,327	Closed	-$308K	–	261
2020 Q1	$308K	Buy	+2,327	New	+$343K	0.05%	186
2017 Q1	–	Sell	-6,000	Closed	-$621K	–	184
2016 Q4	$621K	Hold	6,000	–	–	0.17%	104
2016 Q3	$574K	Hold	6,000	–	–	0.19%	92
2016 Q2	$681K	Sell	6,000 -3,000	-33%	-$281K	0.23%	87
2016 Q1	$829K	Hold	9,000	–	–	0.31%	78
2015 Q4	$803K	Buy	+9,000	New	+$807K	0.37%	73

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return