Number of Shares
26,695.00
Current Holdings Value*
$4.98 Mil
% of Portfolio
0.97%
Total Estimate Gain
$-169,513.25
% of Total Estimate Gain
-3.35%

1919 Socially Responsive Balanced Fund's The Hershey Co Holding Summary

As of 2023-12-31, Trust for Advised Portfolios held 26,695.00 shares of The Hershey Co(HSY), totaling $4.98 Mil. This investment constitutes 0.97% of their stock portfolio, and Trust for Advised Portfolios now holds 0.01% of the outstanding The Hershey Co(HSY) stock.

The initial trade took place in 2023Q4. And since then 1919 Socially Responsive Balanced Fund has made 1 purchases of HSY, at an average price of $189.48, for a total of 26,695.00 shares. Based on historical transaction data and HSY's current price of $183.13, 1919 Socially Responsive Balanced Fund's estimated gain on his HSY holdings is $-169,513.25, reflecting a -3.35% gain to date.

1919 Socially Responsive Balanced Fund HSY ($183.13) Holding Chart

1919 Socially Responsive Balanced Fund HSY ($183.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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