Laird Norton Wetherby 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 | $2.02M | Buy |
10,800
+530
| +5% | +$96.3K | 0.08% | 227 |
|
|
2025
Q2 | $1.7M | Buy |
+10,270
| New | +$1.69M | 0.08% | 243 |
|
|
2024
Q4 | $1.48M | Sell |
8,739
-178
| -2% | -$31.9K | 0.07% | 252 |
|
|
2024
Q3 | $1.71M | Buy |
8,917
+1,351
| +18% | +$263K | 0.08% | 245 |
|
|
2024
Q2 | $1.39M | Buy |
7,566
+532
| +8% | +$103K | 0.07% | 281 |
|
|
2024
Q1 | $1.37M | Buy |
7,034
+65
| +0.9% | +$12.5K | 0.07% | 287 |
|
|
2023
Q4 | $1.3M | Buy |
6,969
+304
| +5% | +$57.6K | 0.07% | 292 |
|
|
2023
Q3 | $1.33M | Sell |
6,665
-2,039
| -23% | -$456K | 0.08% | 276 |
|
|
2023
Q2 | $2.17M | Sell |
8,704
-63
| -0.7% | -$16.5K | 0.12% | 174 |
|
|
2023
Q1 | $2.23M | Sell |
8,767
-1,128
| -11% | -$265K | 0.13% | 162 |
|
|
2022
Q4 | $2.29M | Buy |
9,895
+785
| +9% | +$181K | 0.15% | 151 |
|
|
2022
Q3 | $2.01M | Buy |
9,110
+1,311
| +17% | +$294K | 0.14% | 143 |
|
|
2022
Q2 | $1.68M | Buy |
7,799
+1,916
| +33% | +$418K | 0.11% | 180 |
|
|
2022
Q1 | $1.27M | Buy |
5,883
+224
| +4% | +$45.5K | 0.07% | 261 |
|
|
2021
Q4 | $1.09M | Buy |
5,659
+52
| +0.9% | +$9.42K | 0.06% | 298 |
|
|
2021
Q3 | $949K | Sell |
5,607
-100
| -2% | -$17.7K | 0.06% | 315 |
|
|
2021
Q2 | $994K | Buy |
5,707
+89
| +2% | +$15K | 0.06% | 298 |
|
|
2021
Q1 | $889K | Sell |
5,618
-244
| -4% | -$36.7K | 0.07% | 288 |
|
|
2020
Q4 | $893K | Sell |
5,862
-50
| -0.8% | -$7.4K | 0.06% | 299 |
|
|
2020
Q3 | $848K | Buy |
5,912
+533
| +10% | +$75.6K | 0.08% | 252 |
|
|
2020
Q2 | $697K | Sell |
5,379
-491
| -8% | -$66K | 0.07% | 289 |
|
|
2020
Q1 | $777K | Buy |
5,870
+63
| +1% | +$9.29K | 0.09% | 228 |
|
|
2019
Q4 | $853K | Buy |
5,807
+255
| +5% | +$37.8K | 0.08% | 248 |
|
|
2019
Q3 | $861K | Buy |
5,552
+217
| +4% | +$32.8K | 0.09% | 237 |
|
|
2019
Q2 | $715K | Buy |
5,335
+254
| +5% | +$32.3K | 0.08% | 284 |
|
|
2019
Q1 | $583K | Buy |
5,081
+850
| +20% | +$92.6K | 0.07% | 325 |
|
|
2018
Q4 | $454K | Buy |
4,231
+778
| +23% | +$82.7K | 0.06% | 354 |
|
|
2018
Q3 | $352K | Buy |
3,453
+305
| +10% | +$30.1K | 0.04% | 460 |
|
|
2018
Q2 | $293K | Sell |
3,148
-6
| -0.2% | -$559 | 0.04% | 478 |
|
|
2018
Q1 | $312K | Sell |
3,154
-440
| -12% | -$45.5K | 0.04% | 466 |
|
|
2017
Q4 | $408K | Buy |
3,594
+397
| +12% | +$43.7K | 0.06% | 402 |
|
|
2017
Q3 | $349K | Sell |
3,197
-23
| -0.7% | -$2.45K | 0.05% | 422 |
|
|
2017
Q2 | $346K | Buy |
3,220
+383
| +14% | +$42.3K | 0.06% | 396 |
|
|
2017
Q1 | $310K | Buy |
2,837
+227
| +9% | +$24.3K | 0.06% | 419 |
|
|
2016
Q4 | $270K | Buy |
2,610
+198
| +8% | +$19.6K | 0.05% | 433 |
|
|
2016
Q3 | $230K | Buy |
2,412
+140
| +6% | +$14.8K | 0.05% | 456 |
|
|
2016
Q2 | $258K | Buy |
2,272
+84
| +4% | +$7.86K | 0.06% | 400 |
|
|
2016
Q1 | $202K | Sell |
2,188
-280
| -11% | -$25K | 0.05% | 443 |
|
|
2015
Q4 | $220K | Buy |
2,468
+152
| +7% | +$13.6K | 0.05% | 401 |
|
|
2015
Q3 | $213K | Buy |
+2,316
| New | +$211K | 0.05% | 406 |
|
|
2015
Q2 | – | Sell |
-2,107
| Closed | -$213K | – | 503 |
|
|
2015
Q1 | $213K | Sell |
2,107
-165
| -7% | -$17.2K | 0.05% | 421 |
|
|
2014
Q4 | $236K | Sell |
2,272
-330
| -13% | -$32.1K | 0.06% | 368 |
|
|
2014
Q3 | $248K | Sell |
2,602
-66
| -2% | -$6.11K | 0.07% | 341 |
|
|
2014
Q2 | $260K | Sell |
2,668
-44
| -2% | -$4.32K | 0.07% | 333 |
|
|
2014
Q1 | $284K | Buy |
2,712
+226
| +9% | +$23.1K | 0.08% | 310 |
|
|
2013
Q4 | $242K | Buy |
2,486
+90
| +4% | +$8.65K | 0.07% | 348 |
|
|
2013
Q3 | $222K | Buy |
2,396
+86
| +4% | +$8.02K | 0.07% | 351 |
|
|
2013
Q2 | $206K | Buy |
+2,310
| New | +$204K | 0.07% | 338 |
|
Other funds holding HSY
HTC