Liberty Wealth Management LLC Hershey CO Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$200.08 - $251.73 $4,001 - $5,034	-20 Reduced 1.61%	1,220 $244,000
Q2 2023 Aug 10, 2023	SELL	$248.68 - $276.35 $12,434 - $13,817	-50 Reduced 3.88%	1,240 $309,000
Q1 2023 May 03, 2023	BUY	$214.52 - $254.41 $3,217 - $3,816	15 Added 1.18%	1,290 $328,000
Q3 2022 Nov 15, 2022	BUY	$215.06 - $233.38 $66,453 - $72,114	309 Added 31.99%	1,275 $281,000
Q1 2022 May 09, 2022	BUY	$193.21 - $216.65 $186,640 - $209,283	966 New	966 $209,000
Q4 2021 Feb 15, 2022	SELL	$170.78 - $193.47 $164,119 - $185,924	-961 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$168.68 - $182.13 $506 - $546	3 Added 0.31%	961 $163,000
Q2 2021 Aug 13, 2021	BUY	$158.19 - $175.12 $26.2 Million - $29 Million	165,865 Added 17441.11%	166,816 $958,000
Q2 2021 Aug 13, 2021	SELL	$158.19 - $175.12 $26.2 Million - $29 Million	-165,858 Reduced 99.43%	958 $167,000
Q4 2020 Feb 09, 2021	BUY	$137.46 - $155.12 $274 - $310	2 Added 0.21%	951 $138,000
Q3 2020 Nov 05, 2020	BUY	$126.75 - $149.59 $380 - $448	3 Added 0.32%	949 $136,000
Q2 2020 Aug 04, 2020	BUY	$125.85 - $146.46 $503 - $585	4 Added 0.42%	946 $123,000
Q1 2020 Apr 27, 2020	BUY	$111.43 - $160.95 $334 - $482	3 Added 0.32%	942 $125,000
Q4 2019 Feb 05, 2020	BUY	$140.29 - $157.7 $561 - $630	4 Added 0.43%	939 $138,000
Q3 2019 Oct 30, 2019	BUY	$134.25 - $161.4 $268 - $322	2 Added 0.21%	935 $145,000
Q2 2019 Jul 30, 2019	SELL	$113.84 - $138.32 $1,707 - $2,074	-15 Reduced 1.58%	933 $125,000
Q1 2019 Apr 18, 2019	SELL	$104.3 - $114.83 $3,546 - $3,904	-34 Reduced 3.46%	948 $108,000
Q4 2018 Mar 26, 2019	BUY	$101.64 - $110.01 $99,810 - $108,029	982 New	982 $105,000

Others Institutions Holding HSY

# of Institutions

1,537

Shares Held

121M

Call Options Held

2.24M

Put Options Held

2.24M

Vanguard Group Inc Valley Forge, PA

19.4M
Shares

$3.07 Billion
0.07% of portfolio
Black Rock Inc. New York, NY

12.8M
Shares

$2.03 Billion
0.05% of portfolio
Capital International Investors Los Angeles, CA

9.48M
Shares

$1.5 Billion
0.36% of portfolio
State Street Corp Boston, MA

7.03M
Shares

$1.11 Billion
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

4.7M
Shares

$744 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 $23.2B
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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