Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,513
| Closed | -$290K | – | 429 |
|
|
2024
Q3 | $290K | Hold |
1,513
| – | – | ﹤0.01% | 348 |
|
|
2024
Q2 | $278K | Sell |
1,513
-3
| -0.2% | -$580 | ﹤0.01% | 346 |
|
|
2024
Q1 | $295K | Sell |
1,516
-20
| -1% | -$3.86K | ﹤0.01% | 341 |
|
|
2023
Q4 | $286K | Buy |
1,536
+9
| +0.6% | +$1.71K | ﹤0.01% | 352 |
|
|
2023
Q3 | $306K | Sell |
1,527
-28
| -2% | -$6.27K | 0.01% | 318 |
|
|
2023
Q2 | $388K | Sell |
1,555
-13
| -0.8% | -$3.41K | 0.01% | 301 |
|
|
2023
Q1 | $399K | Buy |
1,568
+30
| +2% | +$7.05K | 0.01% | 293 |
|
|
2022
Q4 | $356K | Buy |
1,538
+11
| +0.7% | +$2.54K | 0.01% | 305 |
|
|
2022
Q3 | $337K | Buy |
1,527
+14
| +0.9% | +$3.14K | 0.01% | 300 |
|
|
2022
Q2 | $326K | Hold |
1,513
| – | – | 0.01% | 308 |
|
|
2022
Q1 | $328K | Sell |
1,513
-42
| -3% | -$8.53K | 0.01% | 340 |
|
|
2021
Q4 | $300K | Hold |
1,555
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $263K | Hold |
1,555
| – | – | ﹤0.01% | 384 |
|
|
2021
Q2 | $270K | Sell |
1,555
-400
| -20% | -$67.4K | ﹤0.01% | 383 |
|
|
2021
Q1 | $309K | Sell |
1,955
-443
| -18% | -$66.7K | 0.01% | 358 |
|
|
2020
Q4 | $365K | Hold |
2,398
| – | – | 0.01% | 331 |
|
|
2020
Q3 | $343K | Buy |
2,398
+90
| +4% | +$12.8K | 0.01% | 304 |
|
|
2020
Q2 | $299K | Sell |
2,308
-136
| -6% | -$18.3K | 0.01% | 307 |
|
|
2020
Q1 | $324K | Sell |
2,444
-164
| -6% | -$24.2K | 0.01% | 285 |
|
|
2019
Q4 | $384K | Sell |
2,608
-50
| -2% | -$7.41K | 0.01% | 314 |
|
|
2019
Q3 | $411K | Sell |
2,658
-2
| -0.1% | -$302 | 0.01% | 290 |
|
|
2019
Q2 | $356K | Hold |
2,660
| – | – | 0.01% | 316 |
|
|
2019
Q1 | $305K | Sell |
2,660
-98
| -4% | -$10.7K | 0.01% | 327 |
|
|
2018
Q4 | $296K | Buy |
2,758
+100
| +4% | +$10.6K | 0.01% | 311 |
|
|
2018
Q3 | $271K | Buy |
2,658
+110
| +4% | +$10.9K | 0.01% | 355 |
|
|
2018
Q2 | $237K | Hold |
2,548
| – | – | 0.01% | 361 |
|
|
2018
Q1 | $252K | Sell |
2,548
-50
| -2% | -$5.17K | 0.01% | 317 |
|
|
2017
Q4 | $295K | Sell |
2,598
-150
| -5% | -$16.5K | 0.01% | 308 |
|
|
2017
Q3 | $300K | Hold |
2,748
| – | – | 0.01% | 314 |
|
|
2017
Q2 | $295K | Hold |
2,748
| – | – | 0.01% | 322 |
|
|
2017
Q1 | $300K | Sell |
2,748
-298
| -10% | -$32K | 0.01% | 320 |
|
|
2016
Q4 | $315K | Buy |
3,046
+41
| +1% | +$4.05K | 0.01% | 302 |
|
|
2016
Q3 | $287K | Sell |
3,005
-2,575
| -46% | -$272K | 0.01% | 314 |
|
|
2016
Q2 | $633K | Buy |
5,580
+1,015
| +22% | +$95K | 0.03% | 217 |
|
|
2016
Q1 | $420K | Buy |
4,565
+805
| +21% | +$71.8K | 0.02% | 263 |
|
|
2015
Q4 | $336K | Buy |
3,760
+1,660
| +79% | +$149K | 0.02% | 304 |
|
|
2015
Q3 | $193K | Sell |
2,100
-346
| -14% | -$31.5K | 0.01% | 384 |
|
|
2015
Q2 | $218K | Buy |
2,446
+101
| +4% | +$9.52K | 0.01% | 405 |
|
|
2015
Q1 | $237K | Buy |
2,345
+690
| +42% | +$72K | 0.01% | 385 |
|
|
2014
Q4 | $172K | Buy |
1,655
+300
| +22% | +$29.2K | 0.01% | 386 |
|
|
2014
Q3 | $129K | Hold |
1,355
| – | – | 0.01% | 472 |
|
|
2014
Q2 | $132K | Hold |
1,355
| – | – | 0.01% | 465 |
|
|
2014
Q1 | $141K | Buy |
+1,355
| New | +$139K | 0.01% | 422 |
|
|
2013
Q4 | – | Sell |
-38
| Closed | -$4K | – | 908 |
|
|
2013
Q3 | $4K | Buy |
+38
| New | +$3.54K | ﹤0.01% | 888 |
|
Other funds holding HSY
