EP Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Buy |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $664K | Buy |
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|
2024
Q1 | $629K | Buy |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $4.62M | Buy |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $4.21M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $216K | Buy |
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