Number of Shares
99,155.00
Current Holdings Value*
$14.21 Mil
% of Portfolio
3.59%
Total Estimate Gain
$8.97 Mil
% of Total Estimate Gain
61.83%

Lucia Wealth Services, LLC's The Hershey Co Holding Summary

As of 2020-09-30, Lucia Wealth Services, LLC held 99,155.00 shares of The Hershey Co(HSY), totaling $14.21 Mil. This investment constitutes 3.59% of their stock portfolio, and Lucia Wealth Services, LLC now holds 0.05% of the outstanding The Hershey Co(HSY) stock.

The initial trade took place in 2018Q2. And since then Lucia Wealth Services, LLC has made 7 purchases of HSY, at an average price of $101.95, for a total of 142,355.00 shares. In addition, there have been 3 sales at an average price of $134.79 for 43,200.00 shares. Based on historical transaction data and HSY's current price of $178.15, Lucia Wealth Services, LLC's estimated gain on his HSY holdings is $8.97 Mil, reflecting a 61.83% gain to date.

Lucia Wealth Services, LLC HSY ($178.15) Holding Chart

Lucia Wealth Services, LLC HSY ($178.15) 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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