Number of Shares
25,058.00
Current Holdings Value*
$4.16 Mil
% of Portfolio
0.53%
Total Estimate Gain
$459,625.76
% of Total Estimate Gain
11.13%

Philip James Wealth Mangement, LLC's The Hershey Co Holding Summary

As of 2025-06-30, Philip James Wealth Mangement, LLC held 25,058.00 shares of The Hershey Co(HSY), totaling $4.16 Mil. This investment constitutes 0.53% of their stock portfolio, and Philip James Wealth Mangement, LLC now holds 0.01% of the outstanding The Hershey Co(HSY) stock.

The initial trade took place in 2025Q1. And since then Philip James Wealth Mangement, LLC has made 2 purchases of HSY, at an average price of $164.85, for a total of 25,058.00 shares. Based on historical transaction data and HSY's current price of $183.19, Philip James Wealth Mangement, LLC's estimated gain on his HSY holdings is $459,625.76, reflecting a 11.13% gain to date.

Philip James Wealth Mangement, LLC HSY ($183.19) Holding Chart

Philip James Wealth Mangement, LLC HSY ($183.19) 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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