MWM
Modera Wealth Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
6,930
-199
| -3% | -$33K | 0.01% | 314 |
|
|
2025
Q1 | $1.22M | Sell |
7,129
-725
| -9% | -$124K | 0.02% | 301 |
|
|
2024
Q4 | $1.33M | Sell |
7,854
-291
| -4% | -$49.3K | 0.02% | 289 |
|
|
2024
Q3 | $1.56M | Hold |
8,145
| – | – | 0.02% | 259 |
|
|
2024
Q2 | $1.5M | Sell |
8,145
-119
| -1% | -$21.9K | 0.02% | 255 |
|
|
2024
Q1 | $1.61M | Sell |
8,264
-84
| -1% | -$16.3K | 0.02% | 249 |
|
|
2023
Q4 | $1.56M | Sell |
8,348
-85
| -1% | -$15.8K | 0.03% | 242 |
|
|
2023
Q3 | $1.69M | Buy |
8,433
+598
| +8% | +$120K | 0.03% | 231 |
|
|
2023
Q2 | $1.96M | Buy |
7,835
+3,332
| +74% | +$832K | 0.04% | 226 |
|
|
2023
Q1 | $1.15M | Buy |
4,503
+120
| +3% | +$30.5K | 0.04% | 143 |
|
|
2022
Q4 | $1.01M | Buy |
4,383
+143
| +3% | +$33.1K | 0.04% | 152 |
|
|
2022
Q3 | $935K | Buy |
4,240
+9
| +0.2% | +$1.99K | 0.05% | 141 |
|
|
2022
Q2 | $910K | Sell |
4,231
-9
| -0.2% | -$1.94K | 0.04% | 150 |
|
|
2022
Q1 | $919K | Buy |
4,240
+549
| +15% | +$119K | 0.04% | 161 |
|
|
2021
Q4 | $714K | Buy |
3,691
+41
| +1% | +$7.93K | 0.03% | 215 |
|
|
2021
Q3 | $618K | Hold |
3,650
| – | – | 0.03% | 139 |
|
|
2021
Q2 | $636K | Hold |
3,650
| – | – | 0.03% | 132 |
|
|
2021
Q1 | $577K | Hold |
3,650
| – | – | 0.04% | 130 |
|
|
2020
Q4 | $556K | Buy |
3,650
+841
| +30% | +$128K | 0.04% | 129 |
|
|
2020
Q3 | $403K | Sell |
2,809
-2
| -0.1% | -$287 | 0.06% | 100 |
|
|
2020
Q2 | $364K | Sell |
2,811
-13
| -0.5% | -$1.68K | 0.06% | 103 |
|
|
2020
Q1 | $374K | Sell |
2,824
-87
| -3% | -$11.5K | 0.08% | 98 |
|
|
2019
Q4 | $428K | Hold |
2,911
| – | – | 0.07% | 86 |
|
|
2019
Q3 | $451K | Hold |
2,911
| – | – | 0.07% | 80 |
|
|
2019
Q2 | $390K | Hold |
2,911
| – | – | 0.07% | 89 |
|
|
2019
Q1 | $334K | Hold |
2,911
| – | – | 0.06% | 96 |
|
|
2018
Q4 | $312K | Hold |
2,911
| – | – | 0.06% | 93 |
|
|
2018
Q3 | $297K | Hold |
2,911
| – | – | 0.06% | 104 |
|
|
2018
Q2 | $271K | Sell |
2,911
-19
| -0.6% | -$1.77K | 0.06% | 111 |
|
|
2018
Q1 | $290K | Hold |
2,930
| – | – | 0.06% | 97 |
|
|
2017
Q4 | $333K | Hold |
2,930
| – | – | 0.07% | 91 |
|
|
2017
Q3 | $320K | Hold |
2,930
| – | – | 0.07% | 93 |
|
|
2017
Q2 | $315K | Buy |
2,930
+100
| +4% | +$10.8K | 0.08% | 85 |
|
|
2017
Q1 | $309K | Hold |
2,830
| – | – | 0.08% | 92 |
|
|
2016
Q4 | $293K | Hold |
2,830
| – | – | 0.1% | 87 |
|
|
2016
Q3 | $271K | Hold |
2,830
| – | – | 0.09% | 88 |
|
|
2016
Q2 | $321K | Sell |
2,830
-939
| -25% | -$107K | 0.11% | 75 |
|
|
2016
Q1 | $347K | Hold |
3,769
| – | – | 0.12% | 72 |
|
|
2015
Q4 | $336K | Hold |
3,769
| – | – | 0.13% | 54 |
|
|
2015
Q3 | $346K | Sell |
3,769
-112
| -3% | -$10.3K | 0.14% | 48 |
|
|
2015
Q2 | $345K | Sell |
3,881
-14
| -0.4% | -$1.25K | 0.14% | 55 |
|
|
2015
Q1 | $393K | Buy |
3,895
+33
| +0.9% | +$3.33K | 0.15% | 50 |
|
|
2014
Q4 | $401K | Sell |
3,862
-200
| -5% | -$20.8K | 0.16% | 51 |
|
|
2014
Q3 | $388K | Buy |
4,062
+1,139
| +39% | +$109K | 0.16% | 51 |
|
|
2014
Q2 | $285K | Hold |
2,923
| – | – | 0.13% | 50 |
|
|
2014
Q1 | $305K | Sell |
2,923
-30
| -1% | -$3.13K | 0.12% | 46 |
|
|
2013
Q4 | $287K | Buy |
2,953
+30
| +1% | +$2.92K | 0.11% | 69 |
|
|
2013
Q3 | $270K | Sell |
2,923
-334
| -10% | -$30.9K | 0.13% | 47 |
|
|
2013
Q2 | $291K | Buy |
+3,257
| New | +$291K | 0.15% | 40 |
|