Shelton Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Hold |
8,626
| – | – | 0.03% | 248 |
|
|
2025
Q1 | $1.48M | Sell |
8,626
-44
| -0.5% | -$7.53K | 0.04% | 245 |
|
|
2024
Q4 | $1.47M | Hold |
8,670
| – | – | 0.04% | 246 |
|
|
2024
Q3 | $1.66M | Sell |
8,670
-71
| -0.8% | -$13.6K | 0.04% | 249 |
|
|
2024
Q2 | $1.61M | Hold |
8,741
| – | – | 0.04% | 249 |
|
|
2024
Q1 | $1.7M | Hold |
8,741
| – | – | 0.05% | 252 |
|
|
2023
Q4 | $1.63M | Hold |
8,741
| – | – | 0.05% | 247 |
|
|
2023
Q3 | $1.75M | Hold |
8,741
| – | – | 0.06% | 238 |
|
|
2023
Q2 | $2.18M | Buy |
8,741
+5,300
| +154% | +$1.32M | 0.08% | 225 |
|
|
2023
Q1 | $875K | Buy |
3,441
+2,500
| +266% | +$636K | 0.04% | 244 |
|
|
2022
Q4 | $218K | Hold |
941
| – | – | 0.02% | 598 |
|
|
2022
Q3 | $207K | Hold |
941
| – | – | 0.01% | 623 |
|
|
2022
Q2 | $202K | Hold |
941
| – | – | 0.01% | 670 |
|
|
2022
Q1 | $204K | Buy |
+941
| New | +$204K | 0.01% | 757 |
|