Monte Financial Group, LLC HSY Holdings History
Number of Shares
41,114.00
Current Holdings Value*
$6.85 Mil
% of Portfolio
3%
Total Estimate Gain
$-841,206.05
% of Total Estimate Gain
-10.92%
Monte Financial Group, LLC's The Hershey Co Holding Summary
As of 2025-03-31, Monte Financial Group, LLC held 41,114.00 shares of The Hershey Co(HSY), totaling $6.85 Mil. This investment constitutes 3% of their stock portfolio, and Monte Financial Group, LLC now holds 0.02% of the outstanding The Hershey Co(HSY) stock.
The initial trade took place in 2023Q4. And since then Monte Financial Group, LLC has made 6 purchases of HSY, at an average price of $187.45, for a total of 41,114.00 shares. Based on historical transaction data and HSY's current price of $166.99, Monte Financial Group, LLC's estimated gain on his HSY holdings is $-841,206.05, reflecting a -10.92% gain to date.
Monte Financial Group, LLC HSY ($166.99) Holding Chart
Monte Financial Group, LLC HSY ($166.99) 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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