BCWM
Bartlett & Co Wealth Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Hold |
4,078
| – | – | 0.01% | 298 |
|
|
2025
Q1 | $697K | Sell |
4,078
-128
| -3% | -$21.9K | 0.01% | 289 |
|
|
2024
Q4 | $712K | Buy |
4,206
+37
| +0.9% | +$6.27K | 0.01% | 287 |
|
|
2024
Q3 | $800K | Hold |
4,169
| – | – | 0.01% | 282 |
|
|
2024
Q2 | $766K | Sell |
4,169
-117
| -3% | -$21.5K | 0.01% | 282 |
|
|
2024
Q1 | $834K | Buy |
4,286
+263
| +7% | +$51.2K | 0.01% | 283 |
|
|
2023
Q4 | $741K | Sell |
4,023
-43
| -1% | -$7.92K | 0.01% | 311 |
|
|
2023
Q3 | $814K | Buy |
4,066
+3
| +0.1% | +$600 | 0.01% | 290 |
|
|
2023
Q2 | $1.01M | Buy |
4,063
+300
| +8% | +$74.9K | 0.02% | 268 |
|
|
2023
Q1 | $957K | Sell |
3,763
-50
| -1% | -$12.7K | 0.02% | 230 |
|
|
2022
Q4 | $883K | Sell |
3,813
-3
| -0.1% | -$695 | 0.02% | 237 |
|
|
2022
Q3 | $841K | Sell |
3,816
-24
| -0.6% | -$5.29K | 0.02% | 230 |
|
|
2022
Q2 | $826K | Buy |
3,840
+127
| +3% | +$27.3K | 0.02% | 232 |
|
|
2022
Q1 | $804K | Sell |
3,713
-30
| -0.8% | -$6.5K | 0.01% | 242 |
|
|
2021
Q4 | $724K | Hold |
3,743
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $634K | Sell |
3,743
-1,755
| -32% | -$297K | 0.01% | 236 |
|
|
2021
Q2 | $958K | Sell |
5,498
-100
| -2% | -$17.4K | 0.02% | 209 |
|
|
2021
Q1 | $885K | Buy |
5,598
+49
| +0.9% | +$7.75K | 0.02% | 210 |
|
|
2020
Q4 | $845K | Sell |
5,549
-25
| -0.4% | -$3.81K | 0.02% | 213 |
|
|
2020
Q3 | $799K | Buy |
5,574
+255
| +5% | +$36.6K | 0.02% | 211 |
|
|
2020
Q2 | $689K | Buy |
5,319
+52
| +1% | +$6.74K | 0.02% | 215 |
|
|
2020
Q1 | $698K | Sell |
5,267
-2,315
| -31% | -$307K | 0.02% | 209 |
|
|
2019
Q4 | $1.11M | Sell |
7,582
-44,956
| -86% | -$6.61M | 0.03% | 202 |
|
|
2019
Q3 | $8.14M | Sell |
52,538
-468
| -0.9% | -$72.5K | 0.21% | 99 |
|
|
2019
Q2 | $7.1M | Sell |
53,006
-10,407
| -16% | -$1.39M | 0.26% | 77 |
|
|
2019
Q1 | $7.28M | Sell |
63,413
-4,535
| -7% | -$521K | 0.28% | 76 |
|
|
2018
Q4 | $7.28M | Sell |
67,948
-6,508
| -9% | -$698K | 0.31% | 72 |
|
|
2018
Q3 | $7.59M | Sell |
74,456
-11,886
| -14% | -$1.21M | 0.28% | 76 |
|
|
2018
Q2 | $8.03M | Sell |
86,342
-80,705
| -48% | -$7.51M | 0.33% | 71 |
|
|
2018
Q1 | $16.5M | Buy |
+167,047
| New | +$16.5M | 0.68% | 54 |
|