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Executive Wealth Management, LLC

SEC CIK
0001542611
Latest filing
Feb 13, 2025

HSY holding history

Hershey Co in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HSY overviewAll 13F holders of HSYFull Q4 2024 holdings

Shares (Q4 2024)
41,751
Value
$7.07M
% of portfolio
0.6%
Quarters held
3
Since Q1 2024
Holdings of HSY by Executive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202441,751$7.07M0.6%+1,437+3.6%AddedHolders
Q3 202440,314$7.73M0.6%+40,314NewHolders
Q2 20240$00.0%−38,641−100.0%Sold outHolders
Q1 202438,641$7.66M0.7%+38,641NewHolders