Asset Dedication LLC’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 | $341 | Hold |
12
| – | – | ﹤0.01% | 1141 |
|
|
2025
Q1 | $642 | Hold |
12
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q4 | $718 | Hold |
12
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q3 | $743 | Hold |
12
| – | – | ﹤0.01% | 1075 |
|
|
2024
Q2 | $1.11K | Hold |
12
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 925 |
|
|
2023
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 934 |
|
|
2023
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 932 |
|
|
2023
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 904 |
|
|
2023
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 894 |
|
|
2022
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 932 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 882 |
|
|
2022
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 867 |
|