Hershey Company shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Hershey Company (HSY) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Hershey Company
Tip: Access up to 7 years of quarterly data
All positions including Hershey Company held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Hershey Company by Rooted Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $212k | 1.1k | 200.95 |
2023-06-30 | $231k | 930 | 248.39 |
2023-03-31 | $241k | 941 | 256.11 |
2022-12-31 | $324k | 1.4k | 231.43 |