Lipe & Dalton HSY Holdings History

Number of Shares
32,220.00
Current Holdings Value*
$5.51 Mil
% of Portfolio
3.08%
Total Estimate Gain
$2.81 Mil
% of Total Estimate Gain
31.73%

Lipe & Dalton's The Hershey Co Holding Summary

As of 2025-03-31, Lipe & Dalton held 32,220.00 shares of The Hershey Co(HSY), totaling $5.51 Mil. This investment constitutes 3.08% of their stock portfolio, and Lipe & Dalton now holds 0.01% of the outstanding The Hershey Co(HSY) stock.

The initial trade took place in 2018Q2. And since then Lipe & Dalton has made 12 purchases of HSY, at an average price of $118.98, for a total of 74,454.00 shares. In addition, there have been 15 sales at an average price of $146.66 for 42,234.00 shares. Based on historical transaction data and HSY's current price of $169.93, Lipe & Dalton's estimated gain on his HSY holdings is $2.81 Mil, reflecting a 31.73% gain to date.

Lipe & Dalton HSY ($169.93) Holding Chart

Lipe & Dalton HSY ($169.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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