Number of Shares
500.00
Current Holdings Value*
$85,520.00
% of Portfolio
1.74%
Total Estimate Gain
$2,204.00
% of Total Estimate Gain
2.47%

Baywood ValuePlus Fund's The Hershey Co Holding Summary

As of 2025-03-31, FORUM FUNDS II held 500.00 shares of The Hershey Co(HSY), totaling $85,520.00. This investment constitutes 1.74% of their stock portfolio, and FORUM FUNDS II now holds 0% of the outstanding The Hershey Co(HSY) stock.

The initial trade took place in 2024Q2. And since then Baywood ValuePlus Fund has made 3 purchases of HSY, at an average price of $178.69, for a total of 500.00 shares. Based on historical transaction data and HSY's current price of $183.10, Baywood ValuePlus Fund's estimated gain on his HSY holdings is $2,204.00, reflecting a 2.47% gain to date.

Baywood ValuePlus Fund HSY ($183.10) Holding Chart

Baywood ValuePlus Fund HSY ($183.10) 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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