A detailed history of Cap Wealth Advisors, LLC transactions in Hershey CO stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 63,178 shares of HSY stock, worth $11.5 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
63,178
Previous 62,827 0.56%
Holding current value
$11.5 Million
Previous $11.7 Million 4.91%
% of portfolio
1.38%
Previous 1.43%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$184.0 - $202.31 $64,584 - $71,010
351 Added 0.56%
63,178 $12.3 Million
Q4 2023

Jan 31, 2024

SELL
$179.52 - $199.01 $8,257 - $9,154
-46 Reduced 0.07%
62,827 $11.7 Million
Q3 2023

Nov 01, 2023

BUY
$200.08 - $251.73 $188,275 - $236,877
941 Added 1.52%
62,873 $12.6 Million
Q2 2023

Aug 07, 2023

BUY
$248.68 - $276.35 $70,873 - $78,759
285 Added 0.46%
61,932 $15.5 Million
Q1 2023

May 02, 2023

SELL
$214.52 - $254.41 $45,263 - $53,680
-211 Reduced 0.34%
61,647 $15.7 Million
Q4 2022

Feb 01, 2023

BUY
$217.31 - $241.3 $41,940 - $46,570
193 Added 0.31%
61,858 $14.3 Million
Q3 2022

Nov 02, 2022

BUY
$215.06 - $233.38 $744,322 - $807,728
3,461 Added 5.95%
61,665 $13.6 Million
Q2 2022

Aug 05, 2022

BUY
$202.26 - $229.68 $124,996 - $141,942
618 Added 1.07%
58,204 $12.5 Million
Q1 2022

May 04, 2022

SELL
$193.21 - $216.65 $57,963 - $64,995
-300 Reduced 0.52%
57,586 $12.5 Million
Q1 2022

May 02, 2022

BUY
$193.21 - $216.65 $36,323 - $40,730
188 Added 0.33%
57,886 $12.5 Million
Q4 2021

Feb 10, 2022

BUY
$170.78 - $193.47 $87,097 - $98,669
510 Added 0.89%
57,698 $11.2 Million
Q3 2021

Nov 09, 2021

BUY
$168.68 - $182.13 $75,062 - $81,047
445 Added 0.78%
57,188 $9.68 Million
Q2 2021

Aug 10, 2021

BUY
$158.19 - $175.12 $39,547 - $43,780
250 Added 0.44%
56,743 $9.88 Million
Q1 2021

May 03, 2021

BUY
$144.37 - $161.13 $112,608 - $125,681
780 Added 1.4%
56,493 $8.94 Million
Q4 2020

Feb 02, 2021

BUY
$137.46 - $155.12 $188,595 - $212,824
1,372 Added 2.52%
55,713 $8.49 Million
Q3 2020

Nov 12, 2020

BUY
$126.75 - $149.59 $56,403 - $66,567
445 Added 0.83%
54,341 $7.79 Million
Q2 2020

Aug 12, 2020

BUY
$125.85 - $146.46 $297,635 - $346,377
2,365 Added 4.59%
53,896 $6.99 Million
Q1 2020

May 08, 2020

BUY
$111.43 - $160.95 $156,559 - $226,134
1,405 Added 2.8%
51,531 $6.83 Million
Q1 2020

May 08, 2020

SELL
$111.43 - $160.95 $75,772 - $109,445
-680 Reduced 1.34%
50,126 $6.64 Million
Q4 2019

Feb 06, 2020

BUY
$140.29 - $157.7 $93,292 - $104,870
665 Added 1.33%
50,806 $7.47 Million
Q3 2019

Oct 29, 2019

BUY
$134.25 - $161.4 $2,013 - $2,421
15 Added 0.03%
50,141 $7.77 Million
Q2 2019

Aug 13, 2019

BUY
$113.84 - $138.32 $1,138 - $1,383
10 Added 0.02%
50,126 $6.72 Million
Q1 2019

May 15, 2019

BUY
$104.3 - $114.83 $21,694 - $23,884
208 Added 0.42%
50,116 $5.76 Million
Q4 2018

Feb 15, 2019

BUY
$101.64 - $110.01 $1.03 Million - $1.11 Million
10,121 Added 25.44%
49,908 $5.35 Million
Q3 2018

Nov 14, 2018

SELL
$91.04 - $106.6 $275,669 - $322,784
-3,028 Reduced 7.07%
39,787 $4.06 Million
Q2 2018

Aug 15, 2018

SELL
$89.54 - $100.6 $365,144 - $410,246
-4,078 Reduced 8.7%
42,815 $3.98 Million
Q1 2018

May 14, 2018

SELL
$96.06 - $114.06 $147,452 - $175,082
-1,535 Reduced 3.17%
46,893 $4.64 Million
Q4 2017

Feb 15, 2018

BUY
$102.87 - $115.45 $62,544 - $70,193
608 Added 1.27%
48,428 $5.5 Million
Q3 2017

Nov 13, 2017

BUY
$104.4 - $110.5 $21,506 - $22,763
206 Added 0.43%
47,820 $5.22 Million
Q2 2017

Aug 14, 2017

BUY
N/A
47,614
47,614 $5.11 Million

Others Institutions Holding HSY

About HERSHEY CO


  • Ticker HSY
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Confectioners
  • Shares Outstandng 146,870,000
  • Market Cap $26.8B
  • 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
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