Number of Shares
4,456.00
Current Holdings Value*
$762,120.00
% of Portfolio
0.4%
Total Estimate Gain
$-74,427.57
% of Total Estimate Gain
-6.12%

Intelligent Financial Strategies's The Hershey Co Holding Summary

As of 2025-03-31, Intelligent Financial Strategies held 4,456.00 shares of The Hershey Co(HSY), totaling $762,120.00. This investment constitutes 0.4% of their stock portfolio, and Intelligent Financial Strategies now holds 0% of the outstanding The Hershey Co(HSY) stock.

The initial trade took place in 2021Q4. And since then Intelligent Financial Strategies has made 4 purchases of HSY, at an average price of $185.45, for a total of 6,553.00 shares. In addition, there have been 8 sales at an average price of $189.15 for 2,097.00 shares. Based on historical transaction data and HSY's current price of $167.00, Intelligent Financial Strategies's estimated gain on his HSY holdings is $-74,427.57, reflecting a -6.12% gain to date.

Intelligent Financial Strategies HSY ($167.00) Holding Chart

Intelligent Financial Strategies HSY ($167.00) 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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