Axa’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 | $209K | Sell |
7,352
-2,372
| -24% | -$67.3K | ﹤0.01% | 1081 |
|
2025
Q1 | $520K | Buy |
9,724
+2,372
| +32% | +$127K | ﹤0.01% | 923 |
|
2024
Q4 | $440K | Buy |
7,352
+3,881
| +112% | +$232K | ﹤0.01% | 958 |
|
2024
Q3 | $215K | Buy |
+3,471
| New | +$215K | ﹤0.01% | 1045 |
|
2021
Q2 | – | Sell |
-29,200
| Closed | -$6.15M | – | 1269 |
|
2021
Q1 | $6.15M | Buy |
+29,200
| New | +$6.15M | 0.02% | 651 |
|
2016
Q3 | – | Sell |
-5,100
| Closed | -$524K | – | 1258 |
|
2016
Q2 | $524K | Sell |
5,100
-51,900
| -91% | -$5.33M | ﹤0.01% | 999 |
|
2016
Q1 | $5.91M | Buy |
57,000
+5,300
| +10% | +$550K | 0.03% | 519 |
|
2015
Q4 | $4.87M | Sell |
51,700
-13,800
| -21% | -$1.3M | 0.02% | 566 |
|
2015
Q3 | $5.85M | Buy |
65,500
+59,900
| +1,070% | +$5.35M | 0.02% | 526 |
|
2015
Q2 | $546K | Hold |
5,600
| – | – | ﹤0.01% | 1069 |
|
2015
Q1 | $456K | Sell |
5,600
-9,900
| -64% | -$806K | ﹤0.01% | 1119 |
|
2014
Q4 | $1.01M | Buy |
+15,500
| New | +$1.01M | ﹤0.01% | 951 |
|
2014
Q1 | – | Sell |
-24,780
| Closed | -$1.23M | – | 1423 |
|
2013
Q4 | $1.23M | Sell |
24,780
-194
| -0.8% | -$9.61K | 0.01% | 874 |
|
2013
Q3 | $1.1M | Sell |
24,974
-1,125
| -4% | -$49.7K | 0.01% | 853 |
|
2013
Q2 | $1M | Buy |
+26,099
| New | +$1M | 0.01% | 840 |
|