Ownership history in Bison Wealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in HERSHEY CO (HSY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 2,008 | -105 | -5.0% | 0.06% | $385K | $183.00 |
| 2024 Q2 | UNCHANGED | 2,113 | — | 0% | 0.07% | $411K | $174.19 |
| 2024 Q1 | REDUCED | 2,113 | -50 | -2.3% | 0.07% | $411K | $183.07 |
| 2023 Q4 | ADDED | 2,163 | +176 | +8.9% | 0.07% | $403K | $174.24 |
| 2023 Q3 | INITIATED | 1,987 | — | — | 0.08% | $398K | — |
As of 2025 Q4 — sorted by position size