Modera 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
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.56M | Hold |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $935K | Buy |
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $919K | Buy |
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|
2021
Q4 | $714K | Buy |
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|
2021
Q3 | $618K | Hold |
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|
2021
Q2 | $636K | Hold |
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|
2021
Q1 | $577K | Hold |
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|
2020
Q4 | $556K | Buy |
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|
2020
Q3 | $403K | Sell |
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|
2020
Q2 | $364K | Sell |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $428K | Hold |
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|
2019
Q3 | $451K | Hold |
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|
2019
Q2 | $390K | Hold |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $312K | Hold |
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|
2018
Q3 | $297K | Hold |
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|
2018
Q2 | $271K | Sell |
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|
2018
Q1 | $290K | Hold |
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|
2017
Q4 | $333K | Hold |
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|
2017
Q3 | $320K | Hold |
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|
2017
Q2 | $315K | Buy |
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|
2017
Q1 | $309K | Hold |
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|
2016
Q4 | $293K | Hold |
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|
2016
Q3 | $271K | Hold |
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|
2016
Q2 | $321K | Sell |
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|
2016
Q1 | $347K | Hold |
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|
2015
Q4 | $336K | Hold |
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|
2015
Q3 | $346K | Sell |
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|
2015
Q2 | $345K | Sell |
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|
2015
Q1 | $393K | Buy |
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|
2014
Q4 | $401K | Sell |
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|
2014
Q3 | $388K | Buy |
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|
2014
Q2 | $285K | Hold |
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|
2014
Q1 | $305K | Sell |
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|
2013
Q4 | $287K | Buy |
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|
2013
Q3 | $270K | Sell |
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|
2013
Q2 | $291K | Buy |
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