Rothschild Investment LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
824
-4
| -0.5% | -$664 | 0.01% | 581 |
|
|
2025
Q1 | $142K | Sell |
828
-60
| -7% | -$10.3K | 0.01% | 565 |
|
|
2024
Q4 | $150K | Buy |
888
+51
| +6% | +$8.64K | 0.01% | 561 |
|
|
2024
Q3 | $161K | Sell |
837
-289
| -26% | -$55.4K | 0.01% | 559 |
|
|
2024
Q2 | $207K | Buy |
1,126
+139
| +14% | +$25.6K | 0.01% | 490 |
|
|
2024
Q1 | $192K | Buy |
987
+2
| +0.2% | +$389 | 0.01% | 474 |
|
|
2023
Q4 | $184K | Sell |
985
-125
| -11% | -$23.3K | 0.02% | 428 |
|
|
2023
Q3 | $222K | Buy |
1,110
+108
| +11% | +$21.6K | 0.02% | 429 |
|
|
2023
Q2 | $250K | Buy |
1,002
+40
| +4% | +$9.98K | 0.02% | 427 |
|
|
2023
Q1 | $245K | Buy |
962
+52
| +6% | +$13.2K | 0.02% | 415 |
|
|
2022
Q4 | $211K | Hold |
910
| – | – | 0.02% | 430 |
|
|
2022
Q3 | $201K | Buy |
+910
| New | +$201K | 0.02% | 429 |
|
|
2016
Q4 | – | Sell |
-3,010
| Closed | -$288K | – | 478 |
|
|
2016
Q3 | $288K | Hold |
3,010
| – | – | 0.04% | 356 |
|
|
2016
Q2 | $342K | Hold |
3,010
| – | – | 0.04% | 324 |
|
|
2016
Q1 | $277K | Hold |
3,010
| – | – | 0.04% | 358 |
|
|
2015
Q4 | $269K | Hold |
3,010
| – | – | 0.03% | 373 |
|
|
2015
Q3 | $277K | Hold |
3,010
| – | – | 0.04% | 370 |
|
|
2015
Q2 | $267K | Hold |
3,010
| – | – | 0.03% | 406 |
|
|
2015
Q1 | $304K | Hold |
3,010
| – | – | 0.04% | 380 |
|
|
2014
Q4 | $313K | Buy |
+3,010
| New | +$313K | 0.04% | 367 |
|
|
2014
Q2 | – | Sell |
-2,610
| Closed | -$272K | – | 417 |
|
|
2014
Q1 | $272K | Buy |
+2,610
| New | +$272K | 0.04% | 349 |
|