A detailed history of Integrated Wealth Concepts LLC transactions in Hershey CO stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 11,073 shares of HSY stock, worth $1.89 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,073
Previous 7,426 49.11%
Holding current value
$1.89 Million
Previous $1.37 Million 55.46%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$182.45 - $203.25 $665,395 - $741,252
3,647 Added 49.11%
11,073 $2.12 Million
Q2 2024

Aug 14, 2024

BUY
$182.0 - $209.51 $160,160 - $184,368
880 Added 13.44%
7,426 $1.37 Million
Q1 2024

May 15, 2024

SELL
$184.0 - $202.31 $282,992 - $311,152
-1,538 Reduced 19.03%
6,546 $1.27 Million
Q4 2023

Feb 13, 2024

BUY
$179.52 - $199.01 $299,798 - $332,346
1,670 Added 26.04%
8,084 $1.51 Million
Q3 2023

Nov 15, 2023

SELL
$200.08 - $251.73 $244,897 - $308,117
-1,224 Reduced 16.03%
6,414 $1.28 Million
Q2 2023

Aug 15, 2023

BUY
$248.68 - $276.35 $1.11 Million - $1.23 Million
4,466 Added 140.79%
7,638 $1.91 Million
Q1 2023

May 03, 2023

BUY
$214.52 - $254.41 $273,083 - $323,863
1,273 Added 67.04%
3,172 $807,000
Q4 2022

Feb 13, 2023

SELL
$217.31 - $241.3 $17,819 - $19,786
-82 Reduced 4.14%
1,899 $440,000
Q3 2022

Nov 14, 2022

BUY
$215.06 - $233.38 $161,725 - $175,501
752 Added 61.19%
1,981 $437,000
Q2 2022

Aug 08, 2022

BUY
$202.26 - $229.68 $2,427 - $2,756
12 Added 0.99%
1,229 $264,000
Q1 2022

May 12, 2022

SELL
$193.21 - $216.65 $17,775 - $19,931
-92 Reduced 7.03%
1,217 $264,000
Q4 2021

Feb 15, 2022

BUY
$170.78 - $193.47 $341 - $386
2 Added 0.15%
1,309 $253,000
Q3 2021

Nov 15, 2021

BUY
$168.68 - $182.13 $220,464 - $238,043
1,307 New
1,307 $221,000

Others Institutions Holding HSY

About HERSHEY CO


  • Ticker HSY
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Confectioners
  • Shares Outstandng 146,870,000
  • Market Cap $25B
  • 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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