JPWM
Jamison Private Wealth Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
10,924
-49
| -0.4% | -$8.13K | 0.26% | 83 |
|
|
2025
Q1 | $1.88M | Buy |
10,973
+761
| +7% | +$130K | 0.29% | 82 |
|
|
2024
Q4 | $1.73M | Buy |
10,212
+1,487
| +17% | +$252K | 0.26% | 88 |
|
|
2024
Q3 | $1.67M | Buy |
8,725
+1,646
| +23% | +$316K | 0.25% | 87 |
|
|
2024
Q2 | $1.3M | Buy |
7,079
+1,288
| +22% | +$237K | 0.22% | 88 |
|
|
2024
Q1 | $1.13M | Buy |
5,791
+969
| +20% | +$188K | 0.19% | 93 |
|
|
2023
Q4 | $899K | Buy |
4,822
+598
| +14% | +$111K | 0.17% | 100 |
|
|
2023
Q3 | $845K | Buy |
+4,224
| New | +$845K | 0.17% | 99 |
|