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