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 csvQuarterly reported holdings in Hershey Company by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 1.6k | 195.13 |
| 2025-06-30 | $222k | 1.3k | 164.77 |
| 2024-06-30 | $246k | 1.3k | 193.09 |
| 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 |