Avidian Wealth Solutions, LLC Hershey CO Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Hershey CO stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,966 shares of HSY stock, worth $690,440. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,966

Previous 3,961 0.13%

Holding current value

$690,440

Previous $728,000 4.4%

% of portfolio

0.04%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$182.45 - $203.25 $912 - $1,016	5 Added 0.13%	3,966 $760,000
Q2 2024 Aug 06, 2024	SELL	$182.0 - $209.51 $194,740 - $224,175	-1,070 Reduced 21.27%	3,961 $728,000
Q1 2024 May 03, 2024	BUY	$184.0 - $202.31 $307,464 - $338,060	1,671 Added 49.73%	5,031 $978,000
Q4 2023 Feb 06, 2024	SELL	$179.52 - $199.01 $1,077 - $1,194	-6 Reduced 0.18%	3,360 $626,000
Q3 2023 Oct 13, 2023	SELL	$200.08 - $251.73 $25,410 - $31,969	-127 Reduced 3.64%	3,366 $673,000
Q2 2023 Aug 03, 2023	SELL	$248.68 - $276.35 $240,970 - $267,783	-969 Reduced 21.72%	3,493 $872,000
Q1 2023 May 08, 2023	BUY	$214.52 - $254.41 $7,508 - $8,904	35 Added 0.79%	4,462 $1.14 Million
Q4 2022 Feb 06, 2023	BUY	$217.31 - $241.3 $29,336 - $32,575	135 Added 3.15%	4,427 $1.03 Million
Q3 2022 Nov 03, 2022	BUY	$215.06 - $233.38 $22,151 - $24,038	103 Added 2.46%	4,292 $946,000
Q2 2022 Jul 29, 2022	BUY	$202.26 - $229.68 $12,337 - $14,010	61 Added 1.48%	4,189 $901,000
Q1 2022 May 10, 2022	BUY	$193.21 - $216.65 $11,979 - $13,432	62 Added 1.52%	4,128 $894,000
Q4 2021 Feb 14, 2022	BUY	$170.78 - $193.47 $5,464 - $6,191	32 Added 0.79%	4,066 $787,000
Q3 2021 Nov 10, 2021	BUY	$168.68 - $182.13 $21,085 - $22,766	125 Added 3.2%	4,034 $683,000
Q2 2021 Aug 09, 2021	BUY	$158.19 - $175.12 $9,965 - $11,032	63 Added 1.64%	3,909 $681,000
Q1 2021 May 05, 2021	SELL	$144.37 - $161.13 $50,096 - $55,912	-347 Reduced 8.28%	3,846 $608,000
Q4 2020 Feb 09, 2021	BUY	$137.46 - $155.12 $30,241 - $34,126	220 Added 5.54%	4,193 $639,000
Q3 2020 Feb 03, 2021	BUY	$126.75 - $149.59 $503,577 - $594,321	3,973 New	3,973 $570,000
Q3 2020 Nov 06, 2020	SELL	$126.75 - $149.59 $420,683 - $496,489	-3,319 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$125.85 - $146.46 $31,462 - $36,615	250 Added 8.15%	3,319 $430,000
Q1 2020 Apr 22, 2020	SELL	$111.43 - $160.95 $3,454 - $4,989	-31 Reduced 1.0%	3,069 $407,000
Q4 2019 Feb 13, 2020	BUY	$140.29 - $157.7 $12,766 - $14,350	91 Added 3.02%	3,100 $456,000
Q3 2019 Nov 14, 2019	BUY	$134.25 - $161.4 $80,147 - $96,355	597 Added 24.75%	3,009 $466,000
Q2 2019 Aug 14, 2019	BUY	$113.84 - $138.32 $55,326 - $67,223	486 Added 25.23%	2,412 $323,000
Q1 2019 May 15, 2019	BUY	$104.3 - $114.83 $200,881 - $221,162	1,926 New	1,926 $221,000
Q4 2018 Feb 14, 2019	SELL	$101.64 - $110.01 $596,626 - $645,758	-5,870 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$91.04 - $106.6 $66,095 - $77,391	726 Added 14.11%	5,870 $599,000
Q2 2018 Aug 14, 2018	BUY	$89.54 - $100.6 $460,593 - $517,486	5,144 New	5,144 $479,000

Others Institutions Holding HSY

# of Institutions

1,539

Shares Held

123M

Call Options Held

2.24M

Put Options Held

2.24M

View Full List

About HERSHEY CO

Ticker HSY
Exchange NYSE
Sector Consumer Defensive
Industry Confectioners
Shares Outstandng 146,870,000
Market Cap $25.6B
Description
The Hershey Company, together with its subsidiaries, engages in the manufacture and sale of confectionery products and pantry items in the United States and internationally. The company operates through three segments: North America Confectionery, North America Salty Snacks, and International. It offers chocolate and non-chocolate confectionery ...

More about HSY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC Hershey CO Transaction History