Obermeyer Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
2,671
-189
| -7% | -$31.4K | 0.02% | 170 |
|
|
2025
Q1 | $489K | Sell |
2,860
-28
| -1% | -$4.79K | 0.03% | 154 |
|
|
2024
Q4 | $489K | Buy |
2,888
+28
| +1% | +$4.74K | 0.03% | 155 |
|
|
2024
Q3 | $549K | Buy |
2,860
+350
| +14% | +$67.1K | 0.03% | 147 |
|
|
2024
Q2 | $461K | Sell |
2,510
-25
| -1% | -$4.6K | 0.03% | 153 |
|
|
2024
Q1 | $493K | Sell |
2,535
-16
| -0.6% | -$3.11K | 0.03% | 142 |
|
|
2023
Q4 | $476K | Sell |
2,551
-29
| -1% | -$5.41K | 0.03% | 119 |
|
|
2023
Q3 | $516K | Hold |
2,580
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $644K | Hold |
2,580
| – | – | 0.05% | 101 |
|
|
2023
Q1 | $656K | Hold |
2,580
| – | – | 0.05% | 98 |
|
|
2022
Q4 | $597K | Hold |
2,580
| – | – | 0.05% | 103 |
|
|
2022
Q3 | $569K | Sell |
2,580
-2,125
| -45% | -$469K | 0.05% | 101 |
|
|
2022
Q2 | $1.01M | Hold |
4,705
| – | – | 0.07% | 69 |
|
|
2022
Q1 | $1.02M | Hold |
4,705
| – | – | 0.06% | 72 |
|
|
2021
Q4 | $910K | Hold |
4,705
| – | – | 0.05% | 82 |
|
|
2021
Q3 | $796K | Sell |
4,705
-9
| -0.2% | -$1.52K | 0.04% | 85 |
|
|
2021
Q2 | $821K | Hold |
4,714
| – | – | 0.05% | 93 |
|
|
2021
Q1 | $746K | Sell |
4,714
-26
| -0.5% | -$4.12K | 0.05% | 97 |
|
|
2020
Q4 | $722K | Hold |
4,740
| – | – | 0.05% | 69 |
|
|
2020
Q3 | $679K | Hold |
4,740
| – | – | 0.05% | 67 |
|
|
2020
Q2 | $614K | Buy |
4,740
+830
| +21% | +$108K | 0.05% | 65 |
|
|
2020
Q1 | $518K | Hold |
3,910
| – | – | 0.06% | 64 |
|
|
2019
Q4 | $575K | Sell |
3,910
-3
| -0.1% | -$441 | 0.05% | 74 |
|
|
2019
Q3 | $606K | Sell |
3,913
-97
| -2% | -$15K | 0.06% | 68 |
|
|
2019
Q2 | $537K | Sell |
4,010
-150
| -4% | -$20.1K | 0.05% | 74 |
|
|
2019
Q1 | $478K | Buy |
4,160
+1,000
| +32% | +$115K | 0.04% | 79 |
|
|
2018
Q4 | $339K | Sell |
3,160
-1,440
| -31% | -$154K | 0.03% | 89 |
|
|
2018
Q3 | $469K | Sell |
4,600
-685
| -13% | -$69.8K | 0.04% | 80 |
|
|
2018
Q2 | $492K | Sell |
5,285
-525
| -9% | -$48.9K | 0.04% | 71 |
|
|
2018
Q1 | $575K | Sell |
5,810
-515
| -8% | -$51K | 0.05% | 71 |
|
|
2017
Q4 | $718K | Hold |
6,325
| – | – | 0.06% | 69 |
|
|
2017
Q3 | $691K | Sell |
6,325
-19
| -0.3% | -$2.08K | 0.06% | 69 |
|
|
2017
Q2 | $681K | Buy |
6,344
+19
| +0.3% | +$2.04K | 0.06% | 71 |
|
|
2017
Q1 | $691K | Buy |
6,325
+1,615
| +34% | +$176K | 0.06% | 65 |
|
|
2016
Q4 | $487K | Sell |
4,710
-825
| -15% | -$85.3K | 0.05% | 82 |
|
|
2016
Q3 | $529K | Sell |
5,535
-210
| -4% | -$20.1K | 0.05% | 76 |
|
|
2016
Q2 | $652K | Buy |
5,745
+210
| +4% | +$23.8K | 0.06% | 63 |
|
|
2016
Q1 | $510K | Buy |
5,535
+175
| +3% | +$16.1K | 0.05% | 73 |
|
|
2015
Q4 | $478K | Sell |
5,360
-300
| -5% | -$26.8K | 0.04% | 75 |
|
|
2015
Q3 | $520K | Sell |
5,660
-215
| -4% | -$19.8K | 0.05% | 68 |
|
|
2015
Q2 | $522K | Sell |
5,875
-300
| -5% | -$26.7K | 0.04% | 78 |
|
|
2015
Q1 | $623K | Buy |
6,175
+300
| +5% | +$30.3K | 0.05% | 80 |
|
|
2014
Q4 | $611K | Buy |
5,875
+605
| +11% | +$62.9K | 0.06% | 87 |
|
|
2014
Q3 | $503K | Hold |
5,270
| – | – | 0.12% | 39 |
|
|
2014
Q2 | $513K | Buy |
5,270
+100
| +2% | +$9.73K | 0.12% | 39 |
|
|
2014
Q1 | $540K | Sell |
5,170
-660
| -11% | -$68.9K | 0.13% | 39 |
|
|
2013
Q4 | $567K | Sell |
5,830
-175
| -3% | -$17K | 0.14% | 40 |
|
|
2013
Q3 | $555K | Sell |
6,005
-10
| -0.2% | -$924 | 0.16% | 40 |
|
|
2013
Q2 | $537K | Buy |
+6,015
| New | +$537K | 0.15% | 40 |
|