Aquatic Capital Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,291
| Closed | -$978K | – | 1363 |
|
|
2025
Q1 | $978K | Buy |
+18,291
| New | +$978K | 0.02% | 607 |
|
|
2024
Q3 | – | Sell |
-1,300
| Closed | -$121K | – | 1309 |
|
|
2024
Q2 | $121K | Buy |
+1,300
| New | +$121K | ﹤0.01% | 854 |
|
|
2023
Q2 | – | Sell |
-10,800
| Closed | -$1.03M | – | 1505 |
|
|
2023
Q1 | $1.03M | Buy |
10,800
+3,900
| +57% | +$371K | 0.06% | 276 |
|
|
2022
Q4 | $765K | Sell |
6,900
-1,000
| -13% | -$111K | 0.06% | 388 |
|
|
2022
Q3 | $762K | Buy |
7,900
+5,900
| +295% | +$569K | 0.07% | 317 |
|
|
2022
Q2 | $325K | Buy |
+2,000
| New | +$325K | 0.11% | 233 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$73K | – | 1263 |
|
|
2021
Q4 | $73K | Buy |
+300
| New | +$73K | 0.14% | 199 |
|