Bartlett & Co Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $765K | Buy |
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|
2025
Q2 | $677K | Hold |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $800K | Hold |
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|
2024
Q2 | $766K | Sell |
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|
2024
Q1 | $834K | Buy |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $814K | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $957K | Sell |
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|
2022
Q4 | $883K | Sell |
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|
2022
Q3 | $841K | Sell |
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|
2022
Q2 | $826K | Buy |
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|
2022
Q1 | $804K | Sell |
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|
2021
Q4 | $724K | Hold |
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|
2021
Q3 | $634K | Sell |
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|
2021
Q2 | $958K | Sell |
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|
2021
Q1 | $885K | Buy |
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|
2020
Q4 | $845K | Sell |
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|
2020
Q3 | $799K | Buy |
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|
2020
Q2 | $689K | Buy |
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|
2020
Q1 | $698K | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $8.14M | Sell |
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|
2019
Q2 | $7.1M | Sell |
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|
2019
Q1 | $7.28M | Sell |
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|
2018
Q4 | $7.28M | Sell |
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|
2018
Q3 | $7.59M | Sell |
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|
2018
Q2 | $8.03M | Sell |
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|
2018
Q1 | $16.5M | Buy |
|