RSWM
Robertson Stephens Wealth Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
2,650
+11
| +0.4% | +$1.83K | 0.01% | 383 |
|
|
2025
Q1 | $451K | Sell |
2,639
-145
| -5% | -$24.8K | 0.02% | 373 |
|
|
2024
Q4 | $471K | Buy |
2,784
+1
| +0% | +$169 | 0.02% | 364 |
|
|
2024
Q3 | $534K | Sell |
2,783
-41
| -1% | -$7.86K | 0.02% | 399 |
|
|
2024
Q2 | $519K | Sell |
2,824
-18
| -0.6% | -$3.31K | 0.03% | 326 |
|
|
2024
Q1 | $553K | Sell |
2,842
-9,356
| -77% | -$1.82M | 0.03% | 327 |
|
|
2023
Q4 | $2.27M | Sell |
12,198
-16,564
| -58% | -$3.09M | 0.14% | 127 |
|
|
2023
Q3 | $5.75M | Buy |
28,762
+23
| +0.1% | +$4.6K | 0.39% | 55 |
|
|
2023
Q2 | $7.18M | Buy |
28,739
+25,788
| +874% | +$6.44M | 0.51% | 38 |
|
|
2023
Q1 | $751K | Buy |
2,951
+363
| +14% | +$92.4K | 0.06% | 236 |
|
|
2022
Q4 | $599K | Sell |
2,588
-26
| -1% | -$6.02K | 0.06% | 236 |
|
|
2022
Q3 | $576K | Buy |
2,614
+22
| +0.8% | +$4.85K | 0.06% | 204 |
|
|
2022
Q2 | $557K | Buy |
2,592
+1,154
| +80% | +$248K | 0.05% | 226 |
|
|
2022
Q1 | $311K | Buy |
1,438
+8
| +0.6% | +$1.73K | 0.03% | 306 |
|
|
2021
Q4 | $276K | Sell |
1,430
-11
| -0.8% | -$2.12K | 0.02% | 329 |
|
|
2021
Q3 | $243K | Sell |
1,441
-89
| -6% | -$15K | 0.03% | 280 |
|
|
2021
Q2 | $266K | Buy |
1,530
+84
| +6% | +$14.6K | 0.03% | 280 |
|
|
2021
Q1 | $228K | Buy |
1,446
+46
| +3% | +$7.25K | 0.04% | 265 |
|
|
2020
Q4 | $213K | Hold |
1,400
| – | – | 0.04% | 237 |
|
|
2020
Q3 | $200K | Buy |
+1,400
| New | +$200K | 0.05% | 232 |
|