Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Hershey CO Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$182.0 - $209.51 $87,724 - $100,983	-482 Reduced 30.7%	1,088 $200,000
Q1 2024 May 06, 2024	SELL	$184.0 - $202.31 $70,104 - $77,080	-381 Reduced 19.53%	1,570 $305,000
Q4 2023 Feb 06, 2024	SELL	$179.52 - $199.01 $37,519 - $41,593	-209 Reduced 9.68%	1,951 $363,000
Q3 2023 Nov 02, 2023	SELL	$200.08 - $251.73 $1,400 - $1,762	-7 Reduced 0.32%	2,160 $432,000
Q2 2023 Aug 11, 2023	SELL	$248.68 - $276.35 $176,811 - $196,484	-711 Reduced 24.7%	2,167 $541,000
Q1 2023 May 09, 2023	SELL	$214.52 - $254.41 $174,619 - $207,089	-814 Reduced 22.05%	2,878 $732,000
Q4 2022 Feb 07, 2023	SELL	$217.31 - $241.3 $378,771 - $420,585	-1,743 Reduced 32.07%	3,692 $855,000
Q3 2022 Nov 02, 2022	BUY	$215.06 - $233.38 $329,471 - $357,538	1,532 Added 39.25%	5,435 $1.2 Million
Q2 2022 Aug 02, 2022	SELL	$202.26 - $229.68 $1.11 Million - $1.26 Million	-5,504 Reduced 58.51%	3,903 $840,000
Q1 2022 May 13, 2022	BUY	$193.21 - $216.65 $773,033 - $866,816	4,001 Added 74.01%	9,407 $2.04 Million
Q4 2021 Feb 14, 2022	BUY	$170.78 - $193.47 $455,982 - $516,564	2,670 Added 97.59%	5,406 $1.05 Million
Q3 2021 Nov 02, 2021	SELL	$168.68 - $182.13 $6,747 - $7,285	-40 Reduced 1.44%	2,736 $463,000
Q2 2021 Aug 12, 2021	SELL	$158.19 - $175.12 $96,337 - $106,648	-609 Reduced 17.99%	2,776 $484,000
Q1 2021 May 17, 2021	SELL	$144.37 - $161.13 $349,664 - $390,256	-2,422 Reduced 41.71%	3,385 $535,000
Q4 2020 Feb 12, 2021	SELL	$137.46 - $155.12 $34,914 - $39,400	-254 Reduced 4.19%	5,807 $885,000
Q3 2020 Nov 12, 2020	BUY	$126.75 - $149.59 $188,223 - $222,141	1,485 Added 32.45%	6,061 $869,000
Q2 2020 Aug 12, 2020	BUY	$125.85 - $146.46 $214,196 - $249,274	1,702 Added 59.22%	4,576 $593,000
Q1 2020 May 11, 2020	BUY	$111.43 - $160.95 $157,673 - $227,744	1,415 Added 96.98%	2,874 $381,000
Q4 2019 Feb 13, 2020	SELL	$140.29 - $157.7 $108,724 - $122,217	-775 Reduced 34.69%	1,459 $214,000
Q3 2019 Nov 13, 2019	BUY	$134.25 - $161.4 $299,914 - $360,567	2,234 New	2,234 $346,000

Others Institutions Holding HSY

# of Institutions

1,538

Shares Held

123M

Call Options Held

2.24M

Put Options Held

2.24M

Vanguard Group Inc Valley Forge, PA

19.4M
Shares

$3.39 Billion
0.07% of portfolio
Black Rock Inc. New York, NY

12.8M
Shares

$2.24 Billion
0.05% of portfolio
Capital International Investors Los Angeles, CA

9.48M
Shares

$1.66 Billion
0.36% of portfolio
State Street Corp Boston, MA

7.03M
Shares

$1.23 Billion
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

4.7M
Shares

$822 Million
0.07% of portfolio

View Full List

About HERSHEY CO

Ticker HSY
Exchange NYSE
Sector Consumer Defensive
Industry Confectioners
Shares Outstandng 146,870,000
Market Cap $25.7B
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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Account