Prio Wealth Limited Partnership’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $282K | Hold |
1,470
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $270K | Sell |
1,470
-320
| -18% | -$61.9K | 0.01% | 227 |
|
|
2024
Q1 | $348K | Sell |
1,790
-13
| -0.7% | -$2.51K | 0.01% | 218 |
|
|
2023
Q4 | $336K | Sell |
1,803
-1,167
| -39% | -$221K | 0.01% | 207 |
|
|
2023
Q3 | $594K | Buy |
2,970
+270
| +10% | +$60.4K | 0.02% | 171 |
|
|
2023
Q2 | $674K | Hold |
2,700
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $687K | Sell |
2,700
-300
| -10% | -$70.5K | 0.03% | 166 |
|
|
2022
Q4 | $695K | Hold |
3,000
| – | – | 0.03% | 164 |
|
|
2022
Q3 | $661K | Hold |
3,000
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $645K | Hold |
3,000
| – | – | 0.03% | 164 |
|
|
2022
Q1 | $650K | Sell |
3,000
-100
| -3% | -$20.3K | 0.02% | 169 |
|
|
2021
Q4 | $600K | Hold |
3,100
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $525K | Hold |
3,100
| – | – | 0.02% | 188 |
|
|
2021
Q2 | $540K | Hold |
3,100
| – | – | 0.02% | 189 |
|
|
2021
Q1 | $490K | Buy |
3,100
+600
| +24% | +$90.4K | 0.02% | 188 |
|
|
2020
Q4 | $381K | Hold |
2,500
| – | – | 0.01% | 212 |
|
|
2020
Q3 | $358K | Hold |
2,500
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $324K | Sell |
2,500
-600
| -19% | -$80.7K | 0.01% | 200 |
|
|
2020
Q1 | $411K | Hold |
3,100
| – | – | 0.02% | 168 |
|
|
2019
Q4 | $456K | Hold |
3,100
| – | – | 0.02% | 184 |
|
|
2019
Q3 | $480K | Hold |
3,100
| – | – | 0.02% | 178 |
|
|
2019
Q2 | $415K | Hold |
3,100
| – | – | 0.02% | 187 |
|
|
2019
Q1 | $355K | Hold |
3,100
| – | – | 0.02% | 194 |
|
|
2018
Q4 | $332K | Sell |
3,100
-1
| -0% | -$106 | 0.02% | 186 |
|
|
2018
Q3 | $316K | Hold |
3,101
| – | – | 0.01% | 198 |
|
|
2018
Q2 | $288K | Sell |
3,101
-1,074
| -26% | -$100K | 0.01% | 199 |
|
|
2018
Q1 | $413K | Sell |
4,175
-1,200
| -22% | -$124K | 0.02% | 174 |
|
|
2017
Q4 | $610K | Hold |
5,375
| – | – | 0.03% | 159 |
|
|
2017
Q3 | $586K | Hold |
5,375
| – | – | 0.03% | 161 |
|
|
2017
Q2 | $577K | Hold |
5,375
| – | – | 0.03% | 162 |
|
|
2017
Q1 | $587K | Sell |
5,375
-500
| -9% | -$53.6K | 0.03% | 164 |
|
|
2016
Q4 | $607K | Hold |
5,875
| – | – | 0.03% | 161 |
|
|
2016
Q3 | $561K | Sell |
5,875
-133
| -2% | -$14.1K | 0.03% | 169 |
|
|
2016
Q2 | $681K | Buy |
6,008
+133
| +2% | +$12.5K | 0.04% | 154 |
|
|
2016
Q1 | $541K | Hold |
5,875
| – | – | 0.03% | 164 |
|
|
2015
Q4 | $524K | Buy |
5,875
+100
| +2% | +$8.97K | 0.03% | 172 |
|
|
2015
Q3 | $530K | Hold |
5,775
| – | – | 0.03% | 172 |
|
|
2015
Q2 | $512K | Hold |
5,775
| – | – | 0.03% | 176 |
|
|
2015
Q1 | $582K | Hold |
5,775
| – | – | 0.03% | 171 |
|
|
2014
Q4 | $600K | Sell |
5,775
-50
| -0.9% | -$4.87K | 0.03% | 167 |
|
|
2014
Q3 | $555K | Buy |
+5,825
| New | +$539K | 0.03% | 167 |
|
|
2014
Q2 | – | Sell |
-7,125
| Closed | -$743K | – | 256 |
|
|
2014
Q1 | $743K | Hold |
7,125
| – | – | 0.04% | 158 |
|
|
2013
Q4 | $692K | Hold |
7,125
| – | – | 0.04% | 166 |
|
|
2013
Q3 | $659K | Hold |
7,125
| – | – | 0.04% | 165 |
|
|
2013
Q2 | $636K | Buy |
+7,125
| New | +$629K | 0.04% | 164 |
|
Other funds holding HSY
HTC
Prio Wealth Limited Partnership's HSY Position: Q3 2024 in Review
Prio Wealth Limited Partnership held its Hershey (HSY) position steady in Q3 2024 at 1,470 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #228.
Prio Wealth Limited Partnership first reported a position in HSY in Q2 2013 and has held it in 45 quarters since. The position peaked at $743K in Q1 2014. 1,394 funds tracked by Wall St. Rank hold HSY as of Q3 2024.
- Prio Wealth Limited Partnership held 1,470 shares of Hershey worth $282K as of Q3 2024.
- Prio Wealth Limited Partnership left its Hershey share count unchanged in Q3 2024.
- Hershey made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #228 holding.
- Prio Wealth Limited Partnership first reported a position in Hershey in Q2 2013 and has held it in 45 quarters since.
- Prio Wealth Limited Partnership's Hershey position peaked at $743K in Q1 2014.
- 1,394 funds tracked by Wall St. Rank held Hershey as of Q3 2024.
Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.